Icon 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
2022
Q4
$147K Sell
18,294
-977
-5% -$7.84K 0.02% 317
2022
Q3
$106K Buy
+19,271
New +$106K 0.01% 386