Institute for Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-17,535	Closed	-$114K	–	462
2018 Q4	$114K	Buy	+17,535	New	+$114K	0.05%	256