Gilbert & Cook’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 |
-10,140
| Closed | -$72K | – | 126 |
|
|
2019
Q2 | $72K | Buy |
+10,140
| New | +$72K | 0.02% | 113 |
|
|
2018
Q3 | – | Sell |
-12,000
| Closed | -$93K | – | 106 |
|
|
2018
Q2 | $93K | Hold |
12,000
| – | – | 0.03% | 93 |
|
|
2018
Q1 | $102K | Hold |
12,000
| – | – | 0.04% | 91 |
|
|
2017
Q4 | $104K | Sell |
12,000
-115
| -0.9% | -$997 | 0.04% | 88 |
|
|
2017
Q3 | $93K | Sell |
12,115
-11,717
| -49% | -$89.9K | 0.03% | 84 |
|
|
2017
Q2 | $187K | Buy |
+23,832
| New | +$187K | 0.07% | 139 |
|