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WealthTrak Capital Management’s SM Energy SM Stock Holding History

WealthTrak Capital Management’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 		– Sell
-10
Closed -$300 – 1063
2025
Q1 		$300 Buy
10
+5
+100% +$150 ﹤0.01% 768
2024
Q4 		$194 Buy
+5
New +$194 ﹤0.01% 798