TFO Wealth Partners’s SM Energy SM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5
| Closed | -$249 | – | 648 |
|
|
2024
Q1 | $249 | Hold |
5
| – | – | ﹤0.01% | 443 |
|
|
2023
Q4 | $194 | Hold |
5
| – | – | ﹤0.01% | 655 |
|
|
2023
Q3 | $158 | Hold |
5
| – | – | ﹤0.01% | 902 |
|
|
2023
Q2 | $158 | Hold |
5
| – | – | ﹤0.01% | 570 |
|
|
2023
Q1 | $141 | Sell |
5
-64
| -93% | -$1.81K | ﹤0.01% | 567 |
|
|
2022
Q4 | $1.15K | Buy |
+69
| New | +$1.15K | ﹤0.01% | 338 |
|