B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,890
| Closed | -$66K | – | 1582 |
|
|
2022
Q3 | $66K | Buy |
+11,890
| New | +$66K | ﹤0.01% | 1366 |
|
|
2019
Q2 | – | Sell |
-12,837
| Closed | -$91K | – | 831 |
|
|
2019
Q1 | $91K | Sell |
12,837
-4,439
| -26% | -$31.5K | 0.01% | 701 |
|
|
2018
Q4 | $113K | Buy |
17,276
+4,269
| +33% | +$27.9K | 0.02% | 616 |
|
|
2018
Q3 | $106K | Sell |
13,007
-246
| -2% | -$2.01K | 0.01% | 685 |
|
|
2018
Q2 | $104K | Buy |
+13,253
| New | +$104K | 0.01% | 646 |
|
|
2015
Q1 | – | Sell |
-2,008
| Closed | -$15 | – | 1761 |
|
|
2014
Q4 | $15 | Buy |
+2,008
| New | +$15 | ﹤0.01% | 2672 |
|
|
2014
Q3 | – | Sell |
-1,084
| Closed | -$9.18K | – | 1702 |
|
|
2014
Q2 | $9.18K | Buy |
+1,084
| New | +$9.18K | ﹤0.01% | 1822 |
|