Aigen Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-56,720
| Closed | -$455K | – | 808 |
|
|
2022
Q4 | $455K | Buy |
+56,720
| New | +$455K | 0.06% | 284 |
|
|
2021
Q2 | – | Sell |
-11,963
| Closed | -$87K | – | 712 |
|
|
2021
Q1 | $87K | Sell |
11,963
-15,937
| -57% | -$116K | 0.01% | 589 |
|
|
2020
Q4 | $172K | Buy |
+27,900
| New | +$172K | 0.02% | 700 |
|
|
2020
Q2 | – | Sell |
-16,599
| Closed | -$80K | – | 1240 |
|
|
2020
Q1 | $80K | Buy |
16,599
+16,523
| +21,741% | +$79.6K | 0.01% | 907 |
|
|
2019
Q4 | $1K | Buy |
+76
| New | +$1K | ﹤0.01% | 1085 |
|