First Allied Advisory Services’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 |
-10,369
| Closed | -$58K | – | 1234 |
|
|
2020
Q2 | $58K | Sell |
10,369
-1,965
| -16% | -$11K | ﹤0.01% | 1087 |
|
|
2020
Q1 | $59K | Sell |
12,334
-13,092
| -51% | -$62.6K | ﹤0.01% | 1032 |
|
|
2019
Q4 | $187K | Buy |
25,426
+617
| +2% | +$4.54K | 0.01% | 1134 |
|
|
2019
Q3 | $169K | Buy |
24,809
+111
| +0.4% | +$756 | 0.01% | 1138 |
|
|
2019
Q2 | $174K | Buy |
24,698
+2,177
| +10% | +$15.3K | 0.01% | 1122 |
|
|
2019
Q1 | $159K | Sell |
22,521
-1,412
| -6% | -$9.97K | 0.01% | 1077 |
|
|
2018
Q4 | $158K | Buy |
23,933
+8,823
| +58% | +$58.2K | 0.01% | 989 |
|
|
2018
Q3 | $120K | Buy |
+15,110
| New | +$120K | ﹤0.01% | 1137 |
|
|
2016
Q2 | – | Sell |
-11,008
| Closed | -$65K | – | 1091 |
|
|
2016
Q1 | $65K | Sell |
11,008
-6,062
| -36% | -$35.8K | ﹤0.01% | 978 |
|
|
2015
Q4 | $127K | Buy |
17,070
+1,290
| +8% | +$9.6K | 0.01% | 1033 |
|
|
2015
Q3 | $117K | Buy |
+15,780
| New | +$117K | 0.01% | 992 |
|