Edmond de Rothschild Holding’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-57,500
| Closed | -$323K | – | 647 |
|
|
2020
Q2 | $323K | Hold |
57,500
| – | – | 0.01% | 319 |
|
|
2020
Q1 | $275K | Buy |
57,500
+7,500
| +15% | +$35.9K | 0.01% | 313 |
|
|
2019
Q4 | $371K | Hold |
50,000
| – | – | 0.01% | 311 |
|
|
2019
Q3 | $344K | Hold |
50,000
| – | – | 0.01% | 331 |
|
|
2019
Q2 | $353K | Hold |
50,000
| – | – | 0.01% | 325 |
|
|
2019
Q1 | $352K | Hold |
50,000
| – | – | 0.01% | 319 |
|
|
2018
Q4 | $326K | Hold |
50,000
| – | – | 0.01% | 341 |
|
|
2018
Q3 | $402K | Buy |
50,000
+9,000
| +22% | +$72.4K | 0.01% | 359 |
|
|
2018
Q2 | $319K | Buy |
41,000
+20,400
| +99% | +$159K | 0.01% | 386 |
|
|
2018
Q1 | $174K | Buy |
+20,600
| New | +$174K | 0.01% | 484 |
|