Icon Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $122K | Sell |
12,388
-75
| -0.6% | -$739 | 0.01% | 353 |
|
|
2023
Q2 | $107K | Hold |
12,463
| – | – | 0.01% | 399 |
|
|
2023
Q1 | $99.7K | Buy |
+12,463
| New | +$99.7K | 0.01% | 412 |
|
|
2022
Q2 | $113K | Hold |
19,133
| – | – | 0.01% | 295 |
|
|
2022
Q1 | $120K | Buy |
+19,133
| New | +$120K | 0.01% | 326 |
|
|
2020
Q1 | – | Sell |
-19,185
| Closed | -$142K | – | 179 |
|
|
2019
Q4 | $142K | Hold |
19,185
| – | – | 0.04% | 173 |
|
|
2019
Q3 | $131K | Sell |
19,185
-1,273
| -6% | -$8.69K | 0.04% | 163 |
|
|
2019
Q2 | $144K | Buy |
20,458
+3,189
| +18% | +$22.4K | 0.05% | 158 |
|
|
2019
Q1 | $121K | Buy |
17,269
+1,668
| +11% | +$11.7K | 0.05% | 205 |
|
|
2018
Q4 | $102K | Sell |
15,601
-3,276
| -17% | -$21.4K | 0.05% | 216 |
|
|
2018
Q3 | $152K | Buy |
18,877
+8,551
| +83% | +$68.9K | 0.06% | 205 |
|
|
2018
Q2 | $80K | Sell |
10,326
-6,233
| -38% | -$48.3K | 0.03% | 283 |
|
|
2018
Q1 | $141K | Buy |
16,559
+1,105
| +7% | +$9.41K | 0.08% | 200 |
|
|
2017
Q4 | $134K | Buy |
+15,454
| New | +$134K | 0.07% | 227 |
|