Bartlett & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-174	Closed	-$1K	–	1055
2021 Q2	$1K	Hold	174	–	–	﹤0.01%	955
2021 Q1	$1K	Hold	174	–	–	﹤0.01%	979
2020 Q4	$1K	Buy	+174	New	+$1.02K	﹤0.01%	1060
2019 Q2	–	Sell	-82	Closed	-$1K	–	786
2019 Q1	$1K	Buy	+82	New	+$586	﹤0.01%	688
2016 Q2	–	Sell	-9,575	Closed	-$58K	–	741
2016 Q1	$58K	Hold	9,575	–	–	﹤0.01%	405
2015 Q4	$73K	Hold	9,575	–	–	﹤0.01%	360
2015 Q3	$73K	Hold	9,575	–	–	﹤0.01%	345
2015 Q2	$85K	Hold	9,575	–	–	﹤0.01%	333
2015 Q1	$74K	Hold	9,575	–	–	﹤0.01%	366
2014 Q4	$70K	Buy	+9,575	New	+$72.7K	﹤0.01%	370
2013 Q4	–	Sell	-210	Closed	-$2K	–	775
2013 Q3	$2K	Buy	+210	New	+$1.99K	﹤0.01%	751