Intersect Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,162
| Closed | -$76K | – | 433 |
|
|
2022
Q1 | $76K | Sell |
12,162
-5,668
| -32% | -$35.4K | 0.01% | 433 |
|
|
2021
Q4 | $121K | Buy |
17,830
+5,941
| +50% | +$40.3K | 0.02% | 421 |
|
|
2021
Q3 | $83K | Buy |
+11,889
| New | +$83K | 0.01% | 398 |
|
|
2015
Q2 | – | Sell |
-3,296
| Closed | -$29K | – | 326 |
|
|
2015
Q1 | $29K | Hold |
3,296
| – | – | 0.02% | 234 |
|
|
2014
Q4 | $24K | Buy |
+3,296
| New | +$24K | 0.02% | 262 |
|