Vise Technologies’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 | $213K | Buy |
+8,602
| New | +$213K | 0.01% | 977 |
|
|
2024
Q2 | – | Sell |
-4,740
| Closed | -$236K | – | 441 |
|
|
2024
Q1 | $236K | Buy |
+4,740
| New | +$236K | 0.05% | 332 |
|
|
2023
Q4 | – | Sell |
-6,013
| Closed | -$238K | – | 364 |
|
|
2023
Q3 | $238K | Buy |
+6,013
| New | +$238K | 0.06% | 287 |
|