Cornerstone Advisors (Washington)’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 |
-5,631
| Closed | -$40K | – | 1283 |
|
|
2019
Q2 | $40K | Buy |
5,631
+1,728
| +44% | +$12.3K | ﹤0.01% | 458 |
|
|
2019
Q1 | $27K | Buy |
3,903
+1,922
| +97% | +$13.3K | ﹤0.01% | 537 |
|
|
2018
Q4 | $13K | Sell |
1,981
-1,184
| -37% | -$7.77K | ﹤0.01% | 587 |
|
|
2018
Q3 | $25K | Buy |
3,165
+1,858
| +142% | +$14.7K | 0.02% | 486 |
|
|
2018
Q2 | $10K | Buy |
1,307
+255
| +24% | +$1.95K | 0.01% | 615 |
|
|
2018
Q1 | $9K | Buy |
1,052
+206
| +24% | +$1.76K | 0.01% | 614 |
|
|
2017
Q4 | $7K | Hold |
846
| – | – | ﹤0.01% | 644 |
|
|
2017
Q3 | $7K | Hold |
846
| – | – | ﹤0.01% | 645 |
|
|
2017
Q2 | $7K | Hold |
846
| – | – | ﹤0.01% | 644 |
|
|
2017
Q1 | $6K | Hold |
846
| – | – | ﹤0.01% | 674 |
|
|
2016
Q4 | $6K | Buy |
846
+644
| +319% | +$4.57K | 0.01% | 680 |
|
|
2016
Q3 | $1K | Buy |
202
+40
| +25% | +$198 | ﹤0.01% | 887 |
|
|
2016
Q2 | $1K | Sell |
162
-359
| -69% | -$2.22K | ﹤0.01% | 836 |
|
|
2016
Q1 | $3K | Buy |
521
+90
| +21% | +$518 | ﹤0.01% | 662 |
|
|
2015
Q4 | $3K | Hold |
431
| – | – | ﹤0.01% | 670 |
|
|
2015
Q3 | $3K | Hold |
431
| – | – | ﹤0.01% | 663 |
|
|
2015
Q2 | $4K | Hold |
431
| – | – | ﹤0.01% | 469 |
|
|
2015
Q1 | $3K | Buy |
+431
| New | +$3K | ﹤0.01% | 541 |
|
|
2014
Q2 | – | Sell |
-1,134
| Closed | -$10K | – | 683 |
|
|
2014
Q1 | $10K | Sell |
1,134
-897
| -44% | -$7.91K | 0.01% | 203 |
|
|
2013
Q4 | $21K | Hold |
2,031
| – | – | 0.03% | 103 |
|
|
2013
Q3 | $20K | Hold |
2,031
| – | – | 0.03% | 103 |
|
|
2013
Q2 | $19K | Buy |
+2,031
| New | +$19K | 0.05% | 60 |
|