Convergence Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-1,245
| Closed | -$11K | – | 802 |
|
|
2018
Q1 | $11K | Buy |
+1,245
| New | +$11K | ﹤0.01% | 685 |
|
|
2015
Q3 | – | Sell |
-10,971
| Closed | -$98K | – | 407 |
|
|
2015
Q2 | $98K | Sell |
10,971
-3,299
| -23% | -$29.5K | 0.01% | 346 |
|
|
2015
Q1 | $110K | Buy |
14,270
+751
| +6% | +$5.79K | 0.02% | 352 |
|
|
2014
Q4 | $98K | Sell |
13,519
-2,326
| -15% | -$16.9K | 0.01% | 345 |
|
|
2014
Q3 | $130K | Buy |
15,845
+2,954
| +23% | +$24.2K | 0.02% | 352 |
|
|
2014
Q2 | $109K | Sell |
12,891
-6,162
| -32% | -$52.1K | 0.01% | 360 |
|
|
2014
Q1 | $165K | Sell |
19,053
-4,460
| -19% | -$38.6K | 0.03% | 356 |
|
|
2013
Q4 | $247K | Sell |
23,513
-3,195
| -12% | -$33.6K | 0.04% | 333 |
|
|
2013
Q3 | $260K | Sell |
26,708
-7,310
| -21% | -$71.2K | 0.06% | 255 |
|
|
2013
Q2 | $314K | Buy |
+34,018
| New | +$314K | 0.08% | 256 |
|