Dynamic Technology Lab’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-68,231
| Closed | -$428K | – | 1505 |
|
|
2022
Q1 | $428K | Buy |
+68,231
| New | +$428K | 0.05% | 646 |
|
|
2021
Q4 | – | Sell |
-20,812
| Closed | -$146K | – | 1459 |
|
|
2021
Q3 | $146K | Buy |
+20,812
| New | +$146K | 0.02% | 946 |
|
|
2021
Q2 | – | Sell |
-11,206
| Closed | -$81K | – | 1497 |
|
|
2021
Q1 | $81K | Buy |
+11,206
| New | +$81K | 0.01% | 1072 |
|
|
2020
Q4 | – | Sell |
-27,629
| Closed | -$154K | – | 1317 |
|
|
2020
Q3 | $154K | Buy |
+27,629
| New | +$154K | 0.02% | 841 |
|
|
2020
Q2 | – | Sell |
-25,077
| Closed | -$120K | – | 1310 |
|
|
2020
Q1 | $120K | Buy |
+25,077
| New | +$120K | 0.02% | 875 |
|
|
2019
Q4 | – | Sell |
-19,264
| Closed | -$132K | – | 1270 |
|
|
2019
Q3 | $132K | Buy |
+19,264
| New | +$132K | 0.02% | 863 |
|
|
2017
Q4 | – | Sell |
-19,268
| Closed | -$149K | – | 1308 |
|
|
2017
Q3 | $149K | Buy |
+19,268
| New | +$149K | 0.02% | 947 |
|
|
2016
Q2 | – | Sell |
-66,624
| Closed | -$400K | – | 1138 |
|
|
2016
Q1 | $400K | Buy |
66,624
+49,125
| +281% | +$295K | 0.11% | 372 |
|
|
2015
Q4 | $133K | Buy |
+17,499
| New | +$133K | 0.04% | 780 |
|
|
2015
Q1 | – | Sell |
-13,500
| Closed | -$98K | – | 858 |
|
|
2014
Q4 | $98K | Buy |
+13,500
| New | +$98K | 0.05% | 583 |
|
|
2014
Q2 | – | Sell |
-21,301
| Closed | -$184K | – | 810 |
|
|
2014
Q1 | $184K | Buy |
+21,301
| New | +$184K | 0.11% | 464 |
|