JWM
Janiczek Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $68 | Hold |
5
| – | – | ﹤0.01% | 1074 |
|
|
2024
Q1 | $59 | Hold |
5
| – | – | ﹤0.01% | 1076 |
|
|
2023
Q4 | $49 | Hold |
5
| – | – | ﹤0.01% | 1118 |
|
|
2023
Q3 | $50 | Hold |
5
| – | – | ﹤0.01% | 1048 |
|
|
2023
Q2 | $43 | Hold |
5
| – | – | ﹤0.01% | 983 |
|
|
2023
Q1 | $42 | Hold |
5
| – | – | ﹤0.01% | 993 |
|
|
2022
Q4 | $43 | Sell |
5
-180
| -97% | -$1.55K | ﹤0.01% | 1020 |
|
|
2022
Q3 | $1K | Hold |
185
| – | – | ﹤0.01% | 869 |
|
|
2022
Q2 | $1K | Sell |
185
-6,875
| -97% | -$37.2K | ﹤0.01% | 904 |
|
|
2022
Q1 | $44K | Hold |
7,060
| – | – | 0.01% | 324 |
|
|
2021
Q4 | $48K | Buy |
7,060
+110
| +2% | +$748 | 0.01% | 313 |
|
|
2021
Q3 | $49K | Buy |
6,950
+595
| +9% | +$4.2K | 0.02% | 290 |
|
|
2021
Q2 | $44K | Sell |
6,355
-1,025
| -14% | -$7.1K | 0.02% | 277 |
|
|
2021
Q1 | $54K | Buy |
7,380
+1,025
| +16% | +$7.5K | 0.02% | 219 |
|
|
2020
Q4 | $39K | Buy |
6,355
+4,445
| +233% | +$27.3K | 0.02% | 242 |
|
|
2020
Q3 | $11K | Buy |
1,910
+1,658
| +658% | +$9.55K | 0.01% | 228 |
|
|
2020
Q2 | $1K | Buy |
+252
| New | +$1K | ﹤0.01% | 348 |
|