DC Investments 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-23,398
| Closed | -$144K | – | 72 |
|
|
2020
Q4 | $144K | Sell |
23,398
-15,040
| -39% | -$92.6K | 0.36% | 52 |
|
|
2020
Q3 | $215K | Sell |
38,438
-13,290
| -26% | -$74.3K | 0.23% | 65 |
|
|
2020
Q2 | $291K | Sell |
51,728
-17,084
| -25% | -$96.1K | 0.11% | 230 |
|
|
2020
Q1 | $330K | Buy |
68,812
+27,828
| +68% | +$133K | 0.27% | 154 |
|
|
2019
Q4 | $304K | Buy |
40,984
+15,040
| +58% | +$112K | 0.23% | 195 |
|
|
2019
Q3 | $177K | Buy |
25,944
+8,860
| +52% | +$60.4K | 0.1% | 302 |
|
|
2019
Q2 | $121K | Buy |
+17,084
| New | +$121K | 0.07% | 323 |
|
|
2018
Q4 | – | Sell |
-12,722
| Closed | -$102K | – | 301 |
|
|
2018
Q3 | $102K | Buy |
+12,722
| New | +$102K | 0.07% | 273 |
|