Valley Wealth Managers’s SM Energy SM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2015 Q2	–	Sell	-198,460	Closed	-$10.3M	–	104
2015 Q1	$10.3M	Buy	198,460 +89,665	+82%	+$4.63M	1.77%	36
2014 Q4	$4.2M	Buy	+108,795	New	+$4.2M	0.75%	42