Berman Capital Advisors’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 | $45K | Buy |
6,498
+131
| +2% | +$907 | 0.01% | 720 |
|
|
2021
Q2 | $43K | Hold |
6,367
| – | – | 0.01% | 642 |
|
|
2021
Q1 | $46K | Hold |
6,367
| – | – | 0.01% | 512 |
|
|
2020
Q4 | $39K | Buy |
6,367
+446
| +8% | +$2.73K | 0.01% | 477 |
|
|
2020
Q3 | $33K | Buy |
5,921
+96
| +2% | +$535 | 0.01% | 454 |
|
|
2020
Q2 | $32K | Buy |
5,825
+3,609
| +163% | +$19.8K | 0.01% | 421 |
|
|
2020
Q1 | $10K | Buy |
2,216
+1,563
| +239% | +$7.05K | ﹤0.01% | 674 |
|
|
2019
Q4 | $4K | Hold |
653
| – | – | ﹤0.01% | 1043 |
|
|
2019
Q3 | $4K | Sell |
653
-444
| -40% | -$2.72K | ﹤0.01% | 1022 |
|
|
2019
Q2 | $7K | Buy |
1,097
+653
| +147% | +$4.17K | ﹤0.01% | 874 |
|
|
2019
Q1 | $3K | Sell |
444
-2,382
| -84% | -$16.1K | ﹤0.01% | 1023 |
|
|
2018
Q4 | $17K | Buy |
+2,826
| New | +$17K | 0.01% | 413 |
|
|
2018
Q3 | – | Sell |
-12,491
| Closed | -$97K | – | 123 |
|
|
2018
Q2 | $97K | Buy |
12,491
+606
| +5% | +$4.71K | 0.03% | 116 |
|
|
2018
Q1 | $101K | Buy |
11,885
+696
| +6% | +$5.92K | 0.04% | 109 |
|
|
2017
Q4 | $97K | Buy |
+11,189
| New | +$97K | 0.03% | 102 |
|