Arkadios Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,728
| Closed | -$26K | – | 1587 |
|
|
2021
Q3 | $26K | Buy |
3,728
+28
| +0.8% | +$195 | ﹤0.01% | 1118 |
|
|
2021
Q2 | $25K | Buy |
3,700
+16
| +0.4% | +$108 | ﹤0.01% | 1191 |
|
|
2021
Q1 | $26K | Buy |
3,684
+1,322
| +56% | +$9.33K | ﹤0.01% | 899 |
|
|
2020
Q4 | $14K | Buy |
+2,362
| New | +$14K | ﹤0.01% | 875 |
|
|
2020
Q2 | – | Sell |
-35
| Closed | -$168 | – | 1124 |
|
|
2020
Q1 | $168 | Sell |
35
-169
| -83% | -$811 | ﹤0.01% | 1106 |
|
|
2019
Q4 | $1.44K | Buy |
+204
| New | +$1.44K | ﹤0.01% | 850 |
|