Integrated Investment Consultants’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
Q3 | – | Sell |
-14,105
| Closed | -$100K | – | 172 |
|
|
2019
Q2 | $100K | Hold |
14,105
| – | – | 0.05% | 151 |
|
|
2019
Q1 | $99K | Sell |
14,105
-5,234
| -27% | -$36.7K | 0.05% | 146 |
|
|
2018
Q4 | $126K | Buy |
19,339
+4,487
| +30% | +$29.2K | 0.07% | 155 |
|
|
2018
Q3 | $119K | Sell |
14,852
-5,630
| -27% | -$45.1K | 0.06% | 178 |
|
|
2018
Q2 | $159K | Sell |
20,482
-536
| -3% | -$4.16K | 0.08% | 158 |
|
|
2018
Q1 | $179K | Buy |
+21,018
| New | +$179K | 0.07% | 204 |
|
|
2017
Q3 | $158K | Hold |
20,482
| – | – | 0.07% | 201 |
|
|
2017
Q2 | $161K | Buy |
+20,482
| New | +$161K | 0.07% | 193 |
|
|
2016
Q1 | – | Sell |
-17,814
| Closed | -$121K | – | 593 |
|
|
2015
Q4 | $121K | Buy |
+17,814
| New | +$121K | 0.1% | 109 |
|