Genesee Valley Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $366K | Sell |
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|
2017
Q4 | $366K | Sell |
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|
2017
Q3 | $333K | Sell |
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|
2017
Q2 | $360K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $504K | Sell |
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|
2015
Q3 | $514K | Buy |
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|
2015
Q2 | $570K | Sell |
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|
2015
Q1 | $590K | Buy |
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|
2014
Q4 | $326K | Sell |
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|
2014
Q3 | $504K | Buy |
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|
2014
Q2 | $491K | Buy |
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|
2014
Q1 | $359K | Sell |
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|
2013
Q4 | $441K | Sell |
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|
2013
Q3 | $411K | Sell |
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|
2013
Q2 | $390K | Buy |
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