CIBC Bank USA’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 |
-28,382
| Closed | -$200K | – | 282 |
|
2019
Q2 | $200K | Hold |
28,382
| – | – | 0.03% | 252 |
|
2019
Q1 | $200K | Hold |
28,382
| – | – | 0.03% | 238 |
|
2018
Q4 | $185K | Buy |
28,382
+1,191
| +4% | +$7.76K | 0.03% | 229 |
|
2018
Q3 | $218K | Sell |
27,191
-310
| -1% | -$2.49K | 0.03% | 236 |
|
2018
Q2 | $214K | Sell |
27,501
-2,960
| -10% | -$23K | 0.03% | 234 |
|
2018
Q1 | $259K | Hold |
30,461
| – | – | 0.04% | 214 |
|
2017
Q4 | $265K | Buy |
+30,461
| New | +$265K | 0.03% | 209 |
|