Worth 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
2023 Q3	–	Sell	-742	Closed	-$23.5K	–	376
2023 Q2	$23.5K	Buy	742 +615	+484%	+$19.5K	0.02%	228
2023 Q1	$3.58K	Hold	127	–	–	﹤0.01%	401
2022 Q4	$4.42K	Sell	127 -100	-44%	-$3.48K	﹤0.01%	373
2022 Q3	$9K	Buy	+227	New	+$9K	0.01%	286