Brandywine Oak Private Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-43,373
| Closed | -$243K | – | 273 |
|
|
2020
Q2 | $243K | Buy |
43,373
+10,208
| +31% | +$57.2K | 0.04% | 206 |
|
|
2020
Q1 | $160K | Sell |
33,165
-2,782
| -8% | -$13.4K | 0.03% | 212 |
|
|
2019
Q4 | $266K | Buy |
+35,947
| New | +$266K | 0.05% | 196 |
|
|
2019
Q3 | – | Sell |
-43,383
| Closed | -$306K | – | 245 |
|
|
2019
Q2 | $306K | Sell |
43,383
-132
| -0.3% | -$931 | 0.06% | 160 |
|
|
2019
Q1 | $305K | Buy |
43,515
+6,811
| +19% | +$47.7K | 0.06% | 154 |
|
|
2018
Q4 | $238K | Buy |
+36,704
| New | +$238K | 0.05% | 180 |
|