Boston Trust Walden’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
2022 Q2	–	Sell	-70,525	Closed	-$442K	–	384
2022 Q1	$442K	Sell	70,525 -475	-0.7%	-$3.38K	﹤0.01%	325
2021 Q4	$482K	Sell	71,000 -700	-1%	-$4.74K	﹤0.01%	329
2021 Q3	$503K	Hold	71,700	–	–	﹤0.01%	325
2021 Q2	$494K	Buy	71,700 +6,000	+9%	+$43K	﹤0.01%	332
2021 Q1	$476K	Buy	65,700 +2,800	+4%	+$19.5K	﹤0.01%	320
2020 Q4	$388K	Buy	62,900 +25,900	+70%	+$152K	﹤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%	-$1.5K	﹤0.01%	361
2018 Q4	$242K	Sell	37,210 -2,125	-5%	-$15.9K	﹤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%	+$17.4K	0.01%	356
2017 Q4	$325K	Buy	+37,385	New	+$303K	﹤0.01%	354