Accel Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,238
Closed -$9K 922
2021
Q1
$9K Hold
1,238
0.01% 678
2020
Q4
$8K Buy
+1,238
New +$8K 0.01% 656