LWAM
Legacy Wealth Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-206,342
| Closed | -$2.43M | – | 354 |
|
|
2024
Q1 | $2.43M | Sell |
206,342
-748
| -0.4% | -$8.8K | 0.68% | 25 |
|
|
2023
Q4 | $2M | Buy |
207,090
+16,407
| +9% | +$159K | 0.66% | 31 |
|
|
2023
Q3 | $1.88M | Buy |
190,683
+24,036
| +14% | +$237K | 0.69% | 27 |
|
|
2023
Q2 | $1.43M | Buy |
166,647
+918
| +0.6% | +$7.9K | 0.5% | 53 |
|
|
2023
Q1 | $1.33M | Sell |
165,729
-16,178
| -9% | -$129K | 0.48% | 52 |
|
|
2022
Q4 | $1.46M | Sell |
181,907
-88,577
| -33% | -$710K | 0.56% | 39 |
|
|
2022
Q3 | $1.49M | Buy |
+270,484
| New | +$1.49M | 0.65% | 28 |
|