Kanaly Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $103K | Sell |
13,485
-827
| -6% | -$6.32K | 0.02% | 203 |
|
|
2016
Q3 | $97K | Sell |
14,312
-2,960
| -17% | -$20.1K | 0.02% | 209 |
|
|
2016
Q2 | $99K | Buy |
17,272
+5,974
| +53% | +$34.2K | 0.02% | 206 |
|
|
2016
Q1 | $68K | Sell |
11,298
-893
| -7% | -$5.38K | 0.01% | 249 |
|
|
2015
Q4 | $93K | Buy |
12,191
+993
| +9% | +$7.58K | 0.02% | 217 |
|
|
2015
Q3 | $85K | Sell |
11,198
-584
| -5% | -$4.43K | 0.02% | 218 |
|
|
2015
Q2 | $105K | Buy |
11,782
+6,241
| +113% | +$55.6K | 0.02% | 210 |
|
|
2015
Q1 | $43K | Buy |
5,541
+2,456
| +80% | +$19.1K | 0.01% | 298 |
|
|
2014
Q4 | $22K | Buy |
3,085
+282
| +10% | +$2.01K | ﹤0.01% | 373 |
|
|
2014
Q3 | $23K | Buy |
2,803
+392
| +16% | +$3.22K | ﹤0.01% | 376 |
|
|
2014
Q2 | $20K | Buy |
2,411
+532
| +28% | +$4.41K | ﹤0.01% | 403 |
|
|
2014
Q1 | $16K | Buy |
1,879
+1,430
| +318% | +$12.2K | ﹤0.01% | 419 |
|
|
2013
Q4 | $5K | Buy |
+449
| New | +$5K | ﹤0.01% | 511 |
|