L.J. Altfest & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-19,085
| Closed | -$130K | – | 286 |
|
|
2021
Q4 | $130K | Buy |
19,085
+87
| +0.5% | +$593 | 0.02% | 242 |
|
|
2021
Q3 | $133K | Buy |
18,998
+182
| +1% | +$1.27K | 0.03% | 249 |
|
|
2021
Q2 | $130K | Buy |
18,816
+1,502
| +9% | +$10.4K | 0.03% | 259 |
|
|
2021
Q1 | $126K | Buy |
17,314
+3,919
| +29% | +$28.5K | 0.03% | 269 |
|
|
2020
Q4 | $83K | Buy |
+13,395
| New | +$83K | 0.02% | 264 |
|