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SFMG Wealth Advisors’s SM Energy SM Stock Holding History

SFMG Wealth Advisors’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,000
Closed -$164K – 270
2021
Q1 		$164K Sell
10,000
-20,000
-67% -$328K 0.02% 231
2020
Q4 		$184K Hold
30,000
– – 0.02% 215
2020
Q3 		$48K Buy
+30,000
New +$48K 0.01% 182