Verity Asset Management’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	-5,246	Closed	-$262K	–	223
2024 Q1	$262K	Sell	5,246 -1,552	-23%	-$77.4K	0.15%	162
2023 Q4	$263K	Sell	6,798 -265	-4%	-$10.3K	0.17%	146
2023 Q3	$280K	Buy	+7,063	New	+$280K	0.21%	126