International Assets Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-54,221
| Closed | -$4.29K | – | 1748 |
|
|
2024
Q3 | $4.29K | Buy |
+54,221
| New | +$4.29K | 0.01% | 611 |
|
|
2023
Q2 | – | Sell |
-3,869
| Closed | -$31K | – | 913 |
|
|
2023
Q1 | $31K | Buy |
+3,869
| New | +$31K | ﹤0.01% | 746 |
|
|
2021
Q2 | – | Sell |
-1,420
| Closed | -$9K | – | 1674 |
|
|
2021
Q1 | $9K | Buy |
1,420
+710
| +100% | +$4.5K | ﹤0.01% | 1609 |
|
|
2020
Q4 | $4K | Buy |
+710
| New | +$4K | ﹤0.01% | 1731 |
|