Kore Private Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-24,613
| Closed | -$173K | – | 437 |
|
|
2021
Q3 | $173K | Buy |
24,613
+2,246
| +10% | +$15.8K | 0.02% | 430 |
|
|
2021
Q2 | $154K | Buy |
+22,367
| New | +$154K | 0.02% | 402 |
|
|
2020
Q3 | – | Sell |
-425
| Closed | -$2K | – | 948 |
|
|
2020
Q2 | $2K | Sell |
425
-4,064
| -91% | -$19.1K | ﹤0.01% | 1050 |
|
|
2020
Q1 | $22K | Buy |
4,489
+1,379
| +44% | +$6.76K | 0.01% | 574 |
|
|
2019
Q4 | $23K | Buy |
+3,110
| New | +$23K | ﹤0.01% | 610 |
|
|
2019
Q1 | – | Sell |
-720
| Closed | -$5K | – | 974 |
|
|
2018
Q4 | $5K | Buy |
+720
| New | +$5K | ﹤0.01% | 690 |
|