Bourgeon Capital 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 Q1	–	Sell	-195	Closed	-$1.89K	–	331
2023 Q4	$1.89K	Buy	195 +61	+46%	+$591	﹤0.01%	303
2023 Q3	$1.32K	Buy	+134	New	+$1.32K	﹤0.01%	298