First Personal Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,689
| Closed | -$12K | – | 731 |
|
|
2019
Q2 | $12K | Hold |
1,689
| – | – | ﹤0.01% | 482 |
|
|
2019
Q1 | $12K | Hold |
1,689
| – | – | ﹤0.01% | 474 |
|
|
2018
Q4 | $11K | Hold |
1,689
| – | – | ﹤0.01% | 459 |
|
|
2018
Q3 | $14K | Sell |
1,689
-1,534
| -48% | -$12.7K | ﹤0.01% | 457 |
|
|
2018
Q2 | $25K | Hold |
3,223
| – | – | 0.01% | 367 |
|
|
2018
Q1 | $27K | Sell |
3,223
-1
| -0% | -$8 | 0.01% | 572 |
|
|
2017
Q4 | $28K | Buy |
+3,224
| New | +$28K | 0.01% | 587 |
|
|
2015
Q4 | – | Sell |
-578
| Closed | -$5K | – | 483 |
|
|
2015
Q3 | $5K | Hold |
578
| – | – | ﹤0.01% | 328 |
|
|
2015
Q2 | $6K | Hold |
578
| – | – | ﹤0.01% | 308 |
|
|
2015
Q1 | $5K | Hold |
578
| – | – | ﹤0.01% | 329 |
|
|
2014
Q4 | $4K | Buy |
+578
| New | +$4K | ﹤0.01% | 314 |
|