Gemmer Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-932
| Closed | -$5K | – | 978 |
|
|
2022
Q1 | $5K | Hold |
932
| – | – | ﹤0.01% | 957 |
|
|
2021
Q4 | $6K | Hold |
932
| – | – | ﹤0.01% | 943 |
|
|
2021
Q3 | $7K | Hold |
932
| – | – | ﹤0.01% | 853 |
|
|
2021
Q2 | $6K | Hold |
932
| – | – | ﹤0.01% | 1033 |
|
|
2021
Q1 | $7K | Hold |
932
| – | – | ﹤0.01% | 929 |
|
|
2020
Q4 | $6K | Hold |
932
| – | – | ﹤0.01% | 925 |
|
|
2020
Q3 | $5K | Buy |
932
+335
| +56% | +$1.8K | ﹤0.01% | 887 |
|
|
2020
Q2 | $3K | Sell |
597
-383
| -39% | -$1.93K | ﹤0.01% | 1080 |
|
|
2020
Q1 | $5K | Buy |
980
+652
| +199% | +$3.33K | ﹤0.01% | 776 |
|
|
2019
Q4 | $2K | Buy |
+328
| New | +$2K | ﹤0.01% | 1249 |
|
|
2019
Q3 | – | Sell |
-581
| Closed | -$4K | – | 1462 |
|
|
2019
Q2 | $4K | Hold |
581
| – | – | ﹤0.01% | 1049 |
|
|
2019
Q1 | $4K | Buy |
+581
| New | +$4K | ﹤0.01% | 1103 |
|
|
2018
Q4 | – | Sell |
-958
| Closed | -$8K | – | 1429 |
|
|
2018
Q3 | $8K | Buy |
958
+173
| +22% | +$1.45K | ﹤0.01% | 825 |
|
|
2018
Q2 | $6K | Buy |
785
+309
| +65% | +$2.36K | ﹤0.01% | 955 |
|
|
2018
Q1 | $4K | Buy |
+476
| New | +$4K | ﹤0.01% | 1099 |
|