Engineers Gate Manager’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-15,005
| Closed | -$145K | – | 2276 |
|
|
2023
Q4 | $145K | Buy |
+15,005
| New | +$145K | ﹤0.01% | 1713 |
|
|
2023
Q2 | – | Sell |
-11,467
| Closed | -$91.7K | – | 2001 |
|
|
2023
Q1 | $91.7K | Sell |
11,467
-413
| -3% | -$3.3K | ﹤0.01% | 1519 |
|
|
2022
Q4 | $95.3K | Sell |
11,880
-11,512
| -49% | -$92.3K | 0.01% | 1496 |
|
|
2022
Q3 | $129K | Sell |
23,392
-94,208
| -80% | -$520K | 0.01% | 1410 |
|
|
2022
Q2 | $694K | Buy |
+117,600
| New | +$694K | 0.03% | 920 |
|
|
2021
Q2 | – | Sell |
-14,900
| Closed | -$108K | – | 1984 |
|
|
2021
Q1 | $108K | Buy |
+14,900
| New | +$108K | 0.01% | 1695 |
|
|
2020
Q3 | – | Sell |
-14,800
| Closed | -$83K | – | 1954 |
|
|
2020
Q2 | $83K | Sell |
14,800
-65,091
| -81% | -$365K | ﹤0.01% | 1603 |
|
|
2020
Q1 | $383K | Buy |
79,891
+47,058
| +143% | +$226K | 0.03% | 919 |
|
|
2019
Q4 | $243K | Buy |
+32,833
| New | +$243K | 0.01% | 1362 |
|
|
2019
Q1 | – | Sell |
-52,029
| Closed | -$339K | – | 1129 |
|
|
2018
Q4 | $339K | Buy |
+52,029
| New | +$339K | 0.03% | 614 |
|
|
2016
Q3 | – | Sell |
-14,400
| Closed | -$82K | – | 752 |
|
|
2016
Q2 | $82K | Buy |
+14,400
| New | +$82K | 0.01% | 650 |
|