Cambridge Investment Research Advisors’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
Q2 | – | Sell |
-13,606
| Closed | -$65K | – | 2509 |
|
|
2020
Q1 | $65K | Sell |
13,606
-50
| -0.4% | -$239 | ﹤0.01% | 2165 |
|
|
2019
Q4 | $101K | Buy |
+13,656
| New | +$101K | ﹤0.01% | 2310 |
|
|
2019
Q3 | – | Sell |
-10,877
| Closed | -$77K | – | 2404 |
|
|
2019
Q2 | $77K | Buy |
+10,877
| New | +$77K | ﹤0.01% | 2123 |
|
|
2019
Q1 | – | Sell |
-10,474
| Closed | -$68K | – | 2349 |
|
|
2018
Q4 | $68K | Sell |
10,474
-1,492
| -12% | -$9.69K | ﹤0.01% | 2064 |
|
|
2018
Q3 | $96K | Buy |
11,966
+55
| +0.5% | +$441 | ﹤0.01% | 2153 |
|
|
2018
Q2 | $93K | Buy |
11,911
+570
| +5% | +$4.45K | ﹤0.01% | 2114 |
|
|
2018
Q1 | $96K | Buy |
11,341
+527
| +5% | +$4.46K | ﹤0.01% | 2057 |
|
|
2017
Q4 | $94K | Buy |
+10,814
| New | +$94K | ﹤0.01% | 2033 |
|