Howe & Rusling’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
2019 Q2	–	Sell	-4,438	Closed	-$31K	–	878
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%	-$19.6K	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%	+$18.4K	0.01%	262
2017 Q1	$32K	Sell	4,438 -187	-4%	-$1.45K	0.01%	313
2016 Q4	$35K	Hold	4,625	–	–	0.01%	304
2016 Q3	$31K	Sell	4,625 -221	-5%	-$1.43K	0.01%	312
2016 Q2	$28K	Hold	4,846	–	–	0.01%	296
2016 Q1	$29K	Sell	4,846 -2,334	-33%	-$14.6K	0.01%	346
2015 Q4	$54K	Buy	7,180 +2,139	+42%	+$16.8K	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%	-$8.83K	0.01%	316
2014 Q1	$53K	Buy	6,113 +1,072	+21%	+$10K	0.01%	315
2013 Q4	$53K	Sell	5,041 -1,072	-18%	-$10.7K	0.01%	292
2013 Q3	$61K	Buy	6,113 +76	+1%	+$721	0.02%	286
2013 Q2	$56K	Buy	+6,037	New	+$53.9K	0.02%	313