Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $122K | Sell |
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2023
Q2 | $107K | Hold |
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2023
Q1 | $99.7K | Buy |
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|
2022
Q2 | $113K | Hold |
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|
2022
Q1 | $120K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $142K | Hold |
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|
2019
Q3 | $131K | Sell |
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|
2019
Q2 | $144K | Buy |
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|
2019
Q1 | $121K | Buy |
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|
2018
Q4 | $102K | Sell |
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|
2018
Q3 | $152K | Buy |
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|
2018
Q2 | $80K | Sell |
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|
2018
Q1 | $141K | Buy |
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|
2017
Q4 | $134K | Buy |
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