Archford Capital Strategies’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-434
| Closed | -$2K | – | 736 |
|
|
2016
Q3 | $2K | Buy |
+434
| New | +$2K | ﹤0.01% | 546 |
|
|
2015
Q2 | – | Sell |
-5,365
| Closed | -$41.5K | – | 724 |
|
|
2015
Q1 | $41.5K | Hold |
5,365
| – | – | 0.03% | 217 |
|
|
2014
Q4 | $39K | Buy |
5,365
+2,184
| +69% | +$15.9K | 0.03% | 227 |
|
|
2014
Q3 | $26K | Hold |
3,181
| – | – | 0.02% | 265 |
|
|
2014
Q2 | $26.9K | Hold |
3,181
| – | – | 0.02% | 276 |
|
|
2014
Q1 | $27.5K | Buy |
+3,181
| New | +$27.5K | 0.02% | 283 |
|