CIM Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-35,075
| Closed | -$276K | – | 352 |
|
|
2017
Q2 | $276K | Hold |
35,075
| – | – | 0.1% | 288 |
|
|
2017
Q1 | $254K | Hold |
35,075
| – | – | 0.09% | 299 |
|
|
2016
Q4 | $268K | Buy |
35,075
+19,000
| +118% | +$145K | 0.1% | 285 |
|
|
2016
Q3 | $109K | Buy |
+16,075
| New | +$109K | 0.04% | 341 |
|
|
2014
Q2 | – | Sell |
-17,975
| Closed | -$155K | – | 209 |
|
|
2014
Q1 | $155K | Buy |
+17,975
| New | +$155K | 0.07% | 202 |
|