BKM 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
2024 Q3	–	Sell	-64,369	Closed	-$863K	–	166
2024 Q2	$863K	Buy	64,369 +11,359	+21%	+$152K	0.42%	74
2024 Q1	$624K	Buy	53,010 +15,014	+40%	+$177K	0.27%	90
2023 Q4	$368K	Buy	+37,996	New	+$368K	0.16%	113