Keudell/Morrison Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13,440
| Closed | -$108K | – | 191 |
|
|
2022
Q4 | $108K | Hold |
13,440
| – | – | 0.03% | 182 |
|
|
2022
Q3 | $74K | Buy |
13,440
+1,577
| +13% | +$8.68K | 0.03% | 173 |
|
|
2022
Q2 | $70K | Buy |
11,863
+911
| +8% | +$5.38K | 0.03% | 170 |
|
|
2022
Q1 | $69K | Buy |
+10,952
| New | +$69K | 0.03% | 174 |
|
|
2021
Q4 | – | Sell |
-14,787
| Closed | -$104K | – | 193 |
|
|
2021
Q3 | $104K | Buy |
14,787
+3,095
| +26% | +$21.8K | 0.04% | 171 |
|
|
2021
Q2 | $81K | Buy |
+11,692
| New | +$81K | 0.04% | 166 |
|
|
2020
Q1 | – | Sell |
-10,256
| Closed | -$76K | – | 154 |
|
|
2019
Q4 | $76K | Hold |
10,256
| – | – | 0.05% | 153 |
|
|
2019
Q3 | $70K | Hold |
10,256
| – | – | 0.06% | 150 |
|
|
2019
Q2 | $71K | Buy |
+10,256
| New | +$71K | 0.06% | 141 |
|