Howe & Rusling’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
Q2 | – | Sell |
-4,438
| Closed | -$31K | – | 880 |
|
|
2019
Q1 | $31K | Hold |
4,438
| – | – | 0.01% | 331 |
|
|
2018
Q4 | $29K | Hold |
4,438
| – | – | 0.01% | 304 |
|
|
2018
Q3 | $36K | Sell |
4,438
-2,480
| -36% | -$20.1K | 0.01% | 313 |
|
|
2018
Q2 | $54K | Hold |
6,918
| – | – | 0.01% | 253 |
|
|
2018
Q1 | $59K | Hold |
6,918
| – | – | 0.01% | 260 |
|
|
2017
Q4 | $60K | Hold |
6,918
| – | – | 0.01% | 281 |
|
|
2017
Q3 | $53K | Hold |
6,918
| – | – | 0.01% | 299 |
|
|
2017
Q2 | $54K | Buy |
6,918
+2,480
| +56% | +$19.4K | 0.01% | 262 |
|
|
2017
Q1 | $32K | Sell |
4,438
-187
| -4% | -$1.35K | 0.01% | 313 |
|
|
2016
Q4 | $35K | Hold |
4,625
| – | – | 0.01% | 304 |
|
|
2016
Q3 | $31K | Sell |
4,625
-221
| -5% | -$1.48K | 0.01% | 312 |
|
|
2016
Q2 | $28K | Hold |
4,846
| – | – | 0.01% | 296 |
|
|
2016
Q1 | $29K | Sell |
4,846
-2,334
| -33% | -$14K | 0.01% | 346 |
|
|
2015
Q4 | $54K | Buy |
7,180
+2,139
| +42% | +$16.1K | 0.01% | 261 |
|
|
2015
Q3 | $38K | Hold |
5,041
| – | – | 0.01% | 305 |
|
|
2015
Q2 | $45K | Hold |
5,041
| – | – | 0.01% | 312 |
|
|
2015
Q1 | $39K | Hold |
5,041
| – | – | 0.01% | 312 |
|
|
2014
Q4 | $37K | Hold |
5,041
| – | – | 0.01% | 313 |
|
|
2014
Q3 | $41K | Hold |
5,041
| – | – | 0.01% | 306 |
|
|
2014
Q2 | $43K | Sell |
5,041
-1,072
| -18% | -$9.14K | 0.01% | 316 |
|
|
2014
Q1 | $53K | Buy |
6,113
+1,072
| +21% | +$9.29K | 0.01% | 315 |
|
|
2013
Q4 | $53K | Sell |
5,041
-1,072
| -18% | -$11.3K | 0.01% | 292 |
|
|
2013
Q3 | $61K | Buy |
6,113
+76
| +1% | +$758 | 0.02% | 286 |
|
|
2013
Q2 | $56K | Buy |
+6,037
| New | +$56K | 0.02% | 313 |
|