Carolinas Wealth Consulting’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 |
-132
| Closed | -$1.28K | – | 1143 |
|
|
2023
Q4 | $1.28K | Hold |
132
| – | – | ﹤0.01% | 802 |
|
|
2023
Q3 | $1.28K | Sell |
132
-134
| -50% | -$1.3K | ﹤0.01% | 794 |
|
|
2023
Q2 | $2.29K | Sell |
266
-16
| -6% | -$138 | ﹤0.01% | 793 |
|
|
2023
Q1 | $2.26K | Hold |
282
| – | – | ﹤0.01% | 794 |
|
|
2022
Q4 | $2.26K | Buy |
+282
| New | +$2.26K | ﹤0.01% | 793 |
|
|
2020
Q3 | – | Sell |
-340
| Closed | -$2K | – | 1000 |
|
|
2020
Q2 | $2K | Buy |
+340
| New | +$2K | ﹤0.01% | 514 |
|