Berman Capital Advisors’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 | $45K | Buy |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $39K | Buy |
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|
2020
Q3 | $33K | Buy |
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|
2020
Q2 | $32K | Buy |
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|
2020
Q1 | $10K | Buy |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $4K | Sell |
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|
2019
Q2 | $7K | Buy |
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|
2019
Q1 | $3K | Sell |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $97K | Buy |
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|
2018
Q1 | $101K | Buy |
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|
2017
Q4 | $97K | Buy |
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