Brinker Capital’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
2020 Q2	$2.09M	Sell	371,605 -45,980	-11%	-$248K	0.07%	286
2020 Q1	$2M	Sell	417,585 -32,762	-7%	-$211K	0.08%	234
2019 Q4	$3.34M	Buy	450,347 +399	+0.1%	+$2.87K	0.1%	194
2019 Q3	$3.08M	Buy	449,948 +28,871	+7%	+$197K	0.11%	193
2019 Q2	$2.97M	Sell	421,077 -2,971	-0.7%	-$21K	0.11%	175
2019 Q1	$2.98M	Buy	424,048 +103,900	+32%	+$743K	0.11%	177
2018 Q4	$2.08M	Sell	320,148 -88,315	-22%	-$659K	0.09%	210
2018 Q3	$3.28M	Buy	408,463 +17,433	+4%	+$138K	0.12%	178
2018 Q2	$3.04M	Buy	391,030 +10,157	+3%	+$84.4K	0.12%	177
2018 Q1	$3.24M	Sell	380,873 -164,463	-30%	-$1.47M	0.13%	171
2017 Q4	$4.74M	Buy	545,336 +10,013	+2%	+$81.1K	0.18%	115
2017 Q3	$4.13M	Buy	535,323 +9,881	+2%	+$75.3K	0.17%	127
2017 Q2	$4.13M	Buy	525,442 +201,952	+62%	+$1.5M	0.19%	121
2017 Q1	$2.35M	Buy	323,490 +19,979	+7%	+$155K	0.11%	185
2016 Q4	$2.32M	Buy	303,511 +241,800	+392%	+$1.76M	0.13%	167
2016 Q3	$417K	Buy	61,711 +10,472	+20%	+$67.9K	0.04%	224
2016 Q2	$293K	Buy	51,239 +14,834	+41%	+$90.6K	0.03%	228
2016 Q1	$218K	Buy	+36,405	New	+$227K	0.02%	235