Bartlett & Co’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 | -$1K | – | 1055 |
|
|
2021
Q2 | $1K | Hold |
174
| – | – | ﹤0.01% | 955 |
|
|
2021
Q1 | $1K | Hold |
174
| – | – | ﹤0.01% | 979 |
|
|
2020
Q4 | $1K | Buy |
+174
| New | +$1K | ﹤0.01% | 1060 |
|
|
2019
Q2 | – | Sell |
-82
| Closed | -$1K | – | 786 |
|
|
2019
Q1 | $1K | Buy |
+82
| New | +$1K | ﹤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 | +$70K | ﹤0.01% | 370 |
|
|
2013
Q4 | – | Sell |
-210
| Closed | -$2K | – | 775 |
|
|
2013
Q3 | $2K | Buy |
+210
| New | +$2K | ﹤0.01% | 751 |
|