Bahl & Gaynor’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-25,985
| Closed | -$209K | – | 353 |
|
|
2018
Q3 | $209K | Sell |
25,985
-1,760
| -6% | -$14.2K | ﹤0.01% | 353 |
|
|
2018
Q2 | $216K | Sell |
27,745
-2,100
| -7% | -$16.3K | ﹤0.01% | 353 |
|
|
2018
Q1 | $254K | Hold |
29,845
| – | – | ﹤0.01% | 375 |
|
|
2017
Q4 | $259K | Hold |
29,845
| – | – | ﹤0.01% | 379 |
|
|
2017
Q3 | $230K | Sell |
29,845
-12,545
| -30% | -$96.7K | ﹤0.01% | 382 |
|
|
2017
Q2 | $333K | Sell |
42,390
-115
| -0.3% | -$903 | ﹤0.01% | 364 |
|
|
2017
Q1 | $308K | Sell |
42,505
-230
| -0.5% | -$1.67K | ﹤0.01% | 355 |
|
|
2016
Q4 | $326K | Buy |
42,735
+55
| +0.1% | +$420 | ﹤0.01% | 342 |
|
|
2016
Q3 | $288K | Hold |
42,680
| – | – | ﹤0.01% | 360 |
|
|
2016
Q2 | $244K | Buy |
42,680
+1,785
| +4% | +$10.2K | ﹤0.01% | 380 |
|
|
2016
Q1 | $246K | Buy |
40,895
+1,975
| +5% | +$11.9K | ﹤0.01% | 381 |
|
|
2015
Q4 | $295K | Buy |
38,920
+17,950
| +86% | +$136K | ﹤0.01% | 371 |
|
|
2015
Q3 | $160K | Buy |
+20,970
| New | +$160K | ﹤0.01% | 422 |
|