Heritage Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-326
Closed -$2.42K 566
2019
Q4
$2.42K Buy
+326
New +$2.42K ﹤0.01% 523