Crow Point 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
2015
Q3
$390K Sell
51,050
-9,450
-16% -$72.2K 0.06% 127
2015
Q2
$538K Sell
60,500
-1,700
-3% -$15.1K 0.08% 109
2015
Q1
$481K Buy
+62,200
New +$481K 0.07% 121
2014
Q3
$566K Buy
69,145
+22,430
+48% +$184K 0.08% 120
2014
Q2
$404K Hold
46,715
0.05% 137
2014
Q1
$404K Buy
+46,715
New +$404K 0.05% 137