JP Morgan Private Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $532K | Sell |
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|
2023
Q2 | $752K | Sell |
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|
2023
Q1 | $815K | Buy |
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|
2022
Q4 | $645K | Sell |
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|
2022
Q3 | $476K | Buy |
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|
2022
Q2 | $410K | Buy |
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|
2022
Q1 | $410K | Buy |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $315K | Buy |
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|
2021
Q2 | $257K | Buy |
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|
2021
Q1 | $197K | Buy |
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|
2020
Q4 | $127K | Sell |
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|
2020
Q3 | $150K | Buy |
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|
2020
Q2 | $140K | Sell |
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|
2020
Q1 | $129K | Sell |
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|
2019
Q4 | $307K | Buy |
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|
2019
Q3 | $168K | Sell |
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|
2019
Q2 | $768K | Sell |
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|
2019
Q1 | $959K | Buy |
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|
2018
Q4 | $873K | Sell |
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|
2018
Q3 | $1.18M | Sell |
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|
2018
Q2 | $1.37M | Buy |
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|
2018
Q1 | $1.43M | Buy |
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|
2017
Q4 | $1.18M | Buy |
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|
2017
Q3 | $990K | Buy |
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|
2017
Q2 | $711K | Buy |
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|
2017
Q1 | $366K | Buy |
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|
2016
Q4 | $212K | Buy |
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|
2016
Q3 | $87K | Sell |
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|
2016
Q2 | $89K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $455K | Buy |
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|
2015
Q3 | $375K | Buy |
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|
2015
Q2 | $394K | Sell |
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|
2015
Q1 | $391K | Buy |
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|
2014
Q4 | $298K | Buy |
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|
2014
Q3 | $334K | Buy |
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|
2014
Q2 | $319K | Buy |
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|
2014
Q1 | $192K | Buy |
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