Canandaigua National Bank & Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,320
| Closed | -$115K | – | 292 |
|
|
2019
Q2 | $115K | Sell |
16,320
-4,701
| -22% | -$33.1K | 0.02% | 271 |
|
|
2019
Q1 | $148K | Sell |
21,021
-6,505
| -24% | -$45.8K | 0.03% | 277 |
|
|
2018
Q4 | $179K | Sell |
27,526
-88
| -0.3% | -$572 | 0.04% | 286 |
|
|
2018
Q3 | $222K | Sell |
27,614
-13,052
| -32% | -$105K | 0.04% | 294 |
|
|
2018
Q2 | $316K | Sell |
40,666
-1,265
| -3% | -$9.83K | 0.06% | 229 |
|
|
2018
Q1 | $356K | Buy |
+41,931
| New | +$356K | 0.05% | 267 |
|