GU
Georgetown University’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-160,183
| Closed | -$1.55M | – | 22 |
|
|
2023
Q4 | $1.55M | Buy |
160,183
+2,383
| +2% | +$23.1K | 0.53% | 21 |
|
|
2023
Q3 | $1.55M | Buy |
157,800
+2,565
| +2% | +$25.3K | 0.56% | 20 |
|
|
2023
Q2 | $1.34M | Hold |
155,235
| – | – | 0.47% | 21 |
|
|
2023
Q1 | $1.24M | Buy |
+155,235
| New | +$1.24M | 0.43% | 19 |
|