Atlas Private 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 |
-1,410
| Closed | -$10K | – | 619 |
|
|
2021
Q3 | $10K | Hold |
1,410
| – | – | 0.01% | 468 |
|
|
2021
Q2 | $10K | Buy |
1,410
+1,400
| +14,000% | +$9.93K | 0.01% | 473 |
|
|
2021
Q1 | $0 | Hold |
10
| – | – | ﹤0.01% | 897 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 787 |
|
|
2020
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 719 |
|
|
2020
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 705 |
|