Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s SM Energy SM Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SM Stock Details SM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$216K Buy
+8,341
New +$216K ﹤0.01% 2901
2025
Q1 		– Sell
-7,683
Closed -$298K – 3094
2024
Q4 		$298K Sell
7,683
-90
-1% -$3.49K ﹤0.01% 2363
2024
Q3 		$311K Buy
+7,773
New +$311K ﹤0.01% 2134