1WA
180 Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-13,999
| Closed | -$78K | – | 320 |
|
|
2020
Q3 | $78K | Buy |
13,999
+813
| +6% | +$4.53K | 0.03% | 263 |
|
|
2020
Q2 | $75K | Sell |
13,186
-215
| -2% | -$1.22K | 0.03% | 258 |
|
|
2020
Q1 | $63K | Buy |
+13,401
| New | +$63K | 0.03% | 214 |
|
|
2019
Q3 | – | Sell |
-18,212
| Closed | -$126K | – | 267 |
|
|
2019
Q2 | $126K | Sell |
18,212
-22,856
| -56% | -$158K | 0.06% | 243 |
|
|
2019
Q1 | $295K | Buy |
41,068
+18,094
| +79% | +$130K | 0.13% | 193 |
|
|
2018
Q4 | $184K | Hold |
22,974
| – | – | 0.09% | 241 |
|
|
2018
Q3 | $184K | Buy |
22,974
+3,556
| +18% | +$28.5K | 0.09% | 241 |
|
|
2018
Q2 | $151K | Sell |
19,418
-2,913
| -13% | -$22.7K | 0.07% | 236 |
|
|
2018
Q1 | $190K | Sell |
22,331
-4,943
| -18% | -$42.1K | 0.1% | 222 |
|
|
2017
Q4 | $237K | Buy |
+27,274
| New | +$237K | 0.12% | 202 |
|