180 Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-13,999	Closed	-$78K	–	322
2020 Q3	$78K	Buy	13,999 +813	+6%	+$4.66K	0.03%	263
2020 Q2	$75K	Sell	13,186 -215	-2%	-$1.16K	0.03%	258
2020 Q1	$63K	Buy	+13,401	New	+$86.3K	0.03%	214
2019 Q3	–	Sell	-18,212	Closed	-$126K	–	267
2019 Q2	$126K	Sell	18,212 -22,856	-56%	-$162K	0.06%	243
2019 Q1	$295K	Buy	41,068 +18,094	+79%	+$129K	0.13%	193
2018 Q4	$184K	Hold	22,974	–	–	0.09%	241
2018 Q3	$184K	Buy	22,974 +3,556	+18%	+$28.1K	0.09%	241
2018 Q2	$151K	Sell	19,418 -2,913	-13%	-$24.2K	0.07%	236
2018 Q1	$190K	Sell	22,331 -4,943	-18%	-$44.2K	0.1%	222
2017 Q4	$237K	Buy	+27,274	New	+$221K	0.12%	202