Independent Advisor Alliance’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 Q4	–	Sell	-75,760	Closed	-$746K	–	705
2023 Q3	$746K	Buy	75,760 +1,740	+2%	+$17.1K	0.03%	341
2023 Q2	$637K	Sell	74,020 -604	-0.8%	-$5.19K	0.03%	376
2023 Q1	$597K	Buy	+74,624	New	+$597K	0.03%	389