Intercontinental Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-16,464
| Closed | -$143K | – | 147 |
|
|
2017
Q4 | $143K | Hold |
16,464
| – | – | 0.08% | 144 |
|
|
2017
Q3 | $127K | Sell |
16,464
-2,985
| -15% | -$23K | 0.08% | 133 |
|
|
2017
Q2 | $153K | Sell |
19,449
-1,181
| -6% | -$9.29K | 0.1% | 125 |
|
|
2017
Q1 | $150K | Sell |
20,630
-25,959
| -56% | -$189K | 0.09% | 149 |
|
|
2016
Q4 | $356K | Sell |
46,589
-498
| -1% | -$3.81K | 0.23% | 85 |
|
|
2016
Q3 | $318K | Sell |
47,087
-4,471
| -9% | -$30.2K | 0.23% | 88 |
|
|
2016
Q2 | $295K | Sell |
51,558
-2,029
| -4% | -$11.6K | 0.22% | 94 |
|
|
2016
Q1 | $322K | Sell |
53,587
-5,383
| -9% | -$32.3K | 0.24% | 92 |
|
|
2015
Q4 | $448K | Buy |
+58,970
| New | +$448K | 0.31% | 71 |
|