Boston Trust Walden’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-70,525
| Closed | -$442K | – | 384 |
|
|
2022
Q1 | $442K | Sell |
70,525
-475
| -0.7% | -$2.98K | ﹤0.01% | 325 |
|
|
2021
Q4 | $482K | Sell |
71,000
-700
| -1% | -$4.75K | ﹤0.01% | 329 |
|
|
2021
Q3 | $503K | Hold |
71,700
| – | – | ﹤0.01% | 325 |
|
|
2021
Q2 | $494K | Buy |
71,700
+6,000
| +9% | +$41.3K | ﹤0.01% | 332 |
|
|
2021
Q1 | $476K | Buy |
65,700
+2,800
| +4% | +$20.3K | ﹤0.01% | 320 |
|
|
2020
Q4 | $388K | Buy |
62,900
+25,900
| +70% | +$160K | ﹤0.01% | 334 |
|
|
2020
Q3 | $207K | Hold |
37,000
| – | – | ﹤0.01% | 359 |
|
|
2020
Q2 | $208K | Hold |
37,000
| – | – | ﹤0.01% | 359 |
|
|
2020
Q1 | $177K | Hold |
37,000
| – | – | ﹤0.01% | 347 |
|
|
2019
Q4 | $274K | Hold |
37,000
| – | – | ﹤0.01% | 353 |
|
|
2019
Q3 | $253K | Hold |
37,000
| – | – | ﹤0.01% | 362 |
|
|
2019
Q2 | $261K | Hold |
37,000
| – | – | ﹤0.01% | 360 |
|
|
2019
Q1 | $260K | Sell |
37,000
-210
| -0.6% | -$1.48K | ﹤0.01% | 361 |
|
|
2018
Q4 | $242K | Sell |
37,210
-2,125
| -5% | -$13.8K | ﹤0.01% | 360 |
|
|
2018
Q3 | $316K | Hold |
39,335
| – | – | ﹤0.01% | 354 |
|
|
2018
Q2 | $306K | Hold |
39,335
| – | – | ﹤0.01% | 356 |
|
|
2018
Q1 | $334K | Buy |
39,335
+1,950
| +5% | +$16.6K | 0.01% | 356 |
|
|
2017
Q4 | $325K | Buy |
+37,385
| New | +$325K | ﹤0.01% | 354 |
|