Arden Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,753
| Closed | -$8K | – | 682 |
|
|
2020
Q1 | $8K | Buy |
+1,753
| New | +$8K | ﹤0.01% | 614 |
|
|
2019
Q2 | – | Sell |
-10,283
| Closed | -$72K | – | 377 |
|
|
2019
Q1 | $72K | Buy |
+10,283
| New | +$72K | 0.01% | 371 |
|
|
2018
Q2 | – | Sell |
-11,129
| Closed | -$95K | – | 371 |
|
|
2018
Q1 | $95K | Buy |
+11,129
| New | +$95K | 0.01% | 360 |
|
|
2016
Q3 | – | Sell |
-21,699
| Closed | -$124 | – | 475 |
|
|
2016
Q2 | $124 | Sell |
21,699
-20,372
| -48% | -$116 | 0.01% | 618 |
|
|
2016
Q1 | $253K | Sell |
42,071
-96,225
| -70% | -$579K | 0.02% | 517 |
|
|
2015
Q4 | $1.05M | Sell |
138,296
-3,103
| -2% | -$23.5K | 0.09% | 233 |
|
|
2015
Q3 | $1.08M | Buy |
141,399
+2,994
| +2% | +$22.8K | 0.09% | 245 |
|
|
2015
Q2 | $1.23K | Buy |
138,405
+3,533
| +3% | +$31 | 0.18% | 143 |
|
|
2015
Q1 | $1.04K | Buy |
134,872
+41,813
| +45% | +$323 | 0.15% | 176 |
|
|
2014
Q4 | $677K | Buy |
93,059
+492
| +0.5% | +$3.58K | 0.09% | 198 |
|
|
2014
Q3 | $759K | Sell |
92,567
-3,115
| -3% | -$25.5K | 0.1% | 181 |
|
|
2014
Q2 | $810K | Buy |
95,682
+1,202
| +1% | +$10.2K | 0.11% | 168 |
|
|
2014
Q1 | $818K | Sell |
94,480
-3,322
| -3% | -$28.8K | 0.1% | 175 |
|
|
2013
Q4 | $1.03M | Buy |
97,802
+957
| +1% | +$10K | 0.12% | 136 |
|
|
2013
Q3 | $942K | Buy |
+96,845
| New | +$942K | 0.12% | 146 |
|