Financial Counselors Inc’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 |
-18,980
| Closed | -$107K | – | 523 |
|
|
2020
Q2 | $107K | Sell |
18,980
-1,126
| -6% | -$6.35K | ﹤0.01% | 505 |
|
|
2020
Q1 | $96K | Sell |
20,106
-52
| -0.3% | -$248 | ﹤0.01% | 461 |
|
|
2019
Q4 | $149K | Hold |
20,158
| – | – | 0.01% | 532 |
|
|
2019
Q3 | $138K | Sell |
20,158
-9,538
| -32% | -$65.3K | 0.01% | 525 |
|
|
2019
Q2 | $210K | Sell |
29,696
-303
| -1% | -$2.14K | 0.01% | 482 |
|
|
2019
Q1 | $211K | Sell |
29,999
-2,136
| -7% | -$15K | 0.01% | 481 |
|
|
2018
Q4 | $209K | Hold |
32,135
| – | – | 0.01% | 424 |
|
|
2018
Q3 | $258K | Hold |
32,135
| – | – | 0.01% | 432 |
|
|
2018
Q2 | $250K | Sell |
32,135
-69
| -0.2% | -$537 | 0.01% | 431 |
|
|
2018
Q1 | $274K | Buy |
32,204
+6,793
| +27% | +$57.8K | 0.01% | 406 |
|
|
2017
Q4 | $221K | Buy |
+25,411
| New | +$221K | 0.01% | 442 |
|