Israel Discount Bank of New York’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
Q2 | – | Sell |
-6,930
| Closed | -$49K | – | 314 |
|
|
2019
Q1 | $49K | Hold |
6,930
| – | – | 0.03% | 209 |
|
|
2018
Q4 | $45K | Sell |
6,930
-3,500
| -34% | -$22.7K | 0.03% | 209 |
|
|
2018
Q3 | $84K | Sell |
10,430
-670
| -6% | -$5.4K | 0.05% | 133 |
|
|
2018
Q2 | $86K | Sell |
11,100
-300
| -3% | -$2.32K | 0.06% | 152 |
|
|
2018
Q1 | $97K | Hold |
11,400
| – | – | 0.06% | 129 |
|
|
2017
Q4 | $99K | Buy |
11,400
+10,000
| +714% | +$86.8K | 0.07% | 127 |
|
|
2017
Q3 | $11K | Buy |
1,400
+450
| +47% | +$3.54K | 0.01% | 387 |
|
|
2017
Q2 | $7K | Buy |
+950
| New | +$7K | 0.01% | 402 |
|