Bartlett & Co Wealth Management’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
Q3 | – | Sell |
-174
| Closed | -$1.23K | – | 1060 |
|
|
2021
Q2 | $1.23K | Hold |
174
| – | – | ﹤0.01% | 923 |
|
|
2021
Q1 | $1.29K | Hold |
174
| – | – | ﹤0.01% | 943 |
|
|
2020
Q4 | $1.07K | Buy |
+174
| New | +$1.07K | ﹤0.01% | 1034 |
|
|
2019
Q2 | – | Sell |
-82
| Closed | -$576 | – | 804 |
|
|
2019
Q1 | $576 | Buy |
+82
| New | +$576 | ﹤0.01% | 707 |
|