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GC Wealth Management RIA’s Sumitomo Mitsui Financial SMFG Stock Holding History

GC Wealth Management RIA’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,161
Closed -$108K – 284
2023
Q4 		$108K Buy
+11,161
New +$108K 0.05% 220