Lenox Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-348	Closed	-$2K	–	666
2020 Q3	$2K	Hold	348	–	–	﹤0.01%	527
2020 Q2	$2K	Hold	348	–	–	﹤0.01%	532
2020 Q1	$2K	Hold	348	–	–	﹤0.01%	618
2019 Q4	$3K	Hold	348	–	–	﹤0.01%	563
2019 Q3	$2K	Hold	348	–	–	﹤0.01%	528
2019 Q2	$2K	Sell	348 -502	-59%	-$3.55K	﹤0.01%	365
2019 Q1	$6K	Buy	850 +502	+144%	+$3.59K	﹤0.01%	338
2018 Q4	$2K	Sell	348 -266	-43%	-$1.99K	﹤0.01%	342
2018 Q3	$5K	Sell	614 -4,495	-88%	-$35.5K	﹤0.01%	314
2018 Q2	$40K	Sell	5,109 -13,538	-73%	-$112K	0.01%	163
2018 Q1	$158K	Buy	18,647 +16,575	+800%	+$148K	0.04%	74
2017 Q4	$18K	Buy	2,072 +1,631	+370%	+$13.2K	0.01%	140
2017 Q3	$3K	Buy	+441	New	+$3.36K	﹤0.01%	119
2016 Q1	–	Sell	-281	Closed	-$2K	–	394
2015 Q4	$2K	Sell	281 -676	-71%	-$5.32K	﹤0.01%	336
2015 Q3	$7K	Hold	957	–	–	﹤0.01%	219
2015 Q2	$9K	Hold	957	–	–	﹤0.01%	155
2015 Q1	$7K	Hold	957	–	–	﹤0.01%	203
2014 Q4	$7K	Hold	957	–	–	﹤0.01%	203
2014 Q3	$8K	Buy	+957	New	+$7.85K	﹤0.01%	192