Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $369 | Buy |
38
+1
| +3% | +$10 | ﹤0.01% | 1221 |
|
|
2023
Q3 | $370 | Sell |
37
-232
| -86% | -$2.32K | ﹤0.01% | 954 |
|
|
2023
Q2 | $2.32K | Hold |
269
| – | – | ﹤0.01% | 821 |
|
|
2023
Q1 | $2.16K | Buy |
269
+233
| +647% | +$1.87K | ﹤0.01% | 817 |
|
|
2022
Q4 | $0 | Hold |
36
| – | – | ﹤0.01% | 988 |
|
|
2022
Q3 | $0 | Buy |
36
+1
| +3% | – | ﹤0.01% | 1006 |
|
|
2022
Q2 | $0 | Hold |
35
| – | – | ﹤0.01% | 1019 |
|
|
2022
Q1 | $0 | Sell |
35
-24
| -41% | – | ﹤0.01% | 940 |
|
|
2021
Q4 | $0 | Hold |
59
| – | – | ﹤0.01% | 973 |
|
|
2021
Q3 | $0 | Buy |
59
+1
| +2% | – | ﹤0.01% | 906 |
|
|
2021
Q2 | $0 | Hold |
58
| – | – | ﹤0.01% | 855 |
|
|
2021
Q1 | $0 | Buy |
+58
| New | – | ﹤0.01% | 820 |
|