Concord Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-206
| Closed | -$2.03K | – | 1005 |
|
|
2023
Q3 | $2.03K | Hold |
206
| – | – | ﹤0.01% | 868 |
|
|
2023
Q2 | $1.77K | Hold |
206
| – | – | ﹤0.01% | 887 |
|
|
2023
Q1 | $1.65K | Hold |
206
| – | – | ﹤0.01% | 843 |
|
|
2022
Q4 | $1.65K | Buy |
+206
| New | +$1.65K | ﹤0.01% | 982 |
|
|
2022
Q3 | – | Sell |
-206
| Closed | -$1K | – | 984 |
|
|
2022
Q2 | $1K | Hold |
206
| – | – | ﹤0.01% | 1194 |
|
|
2022
Q1 | $1K | Hold |
206
| – | – | ﹤0.01% | 1245 |
|
|
2021
Q4 | $1K | Hold |
206
| – | – | ﹤0.01% | 1262 |
|
|
2021
Q3 | $1K | Hold |
206
| – | – | ﹤0.01% | 864 |
|
|
2021
Q2 | $1K | Hold |
206
| – | – | ﹤0.01% | 1008 |
|
|
2021
Q1 | $1K | Buy |
+206
| New | +$1K | ﹤0.01% | 956 |
|