BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-123
| Closed | -$1K | – | 1010 |
|
|
2020
Q3 | $1K | Hold |
123
| – | – | ﹤0.01% | 862 |
|
|
2020
Q2 | $1K | Sell |
123
-955
| -89% | -$7.76K | ﹤0.01% | 899 |
|
|
2020
Q1 | $5K | Buy |
1,078
+123
| +13% | +$571 | ﹤0.01% | 587 |
|
|
2019
Q4 | $7K | Buy |
955
+457
| +92% | +$3.35K | ﹤0.01% | 573 |
|
|
2019
Q3 | $3K | Hold |
498
| – | – | ﹤0.01% | 612 |
|
|
2019
Q2 | $4K | Hold |
498
| – | – | ﹤0.01% | 615 |
|
|
2019
Q1 | $4K | Hold |
498
| – | – | ﹤0.01% | 617 |
|
|
2018
Q4 | $3K | Buy |
+498
| New | +$3K | ﹤0.01% | 598 |
|