Private Wealth Management Group’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7K | Buy |
190
+168
| +764% | +$4.15K | ﹤0.01% | 780 |
|
|
2025
Q1 | $659 | Hold |
22
| – | – | ﹤0.01% | 1347 |
|
|
2024
Q4 | $853 | Sell |
22
-152
| -87% | -$5.89K | ﹤0.01% | 1336 |
|
|
2024
Q3 | $6.96K | Buy |
174
+66
| +61% | +$2.64K | ﹤0.01% | 592 |
|
|
2024
Q2 | $4.67K | Buy |
108
+48
| +80% | +$2.08K | ﹤0.01% | 728 |
|
|
2024
Q1 | $2.99K | Hold |
60
| – | – | ﹤0.01% | 812 |
|
|
2023
Q4 | $2.32K | Buy |
+60
| New | +$2.32K | ﹤0.01% | 915 |
|