Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $13K | Buy |
2,459
+177
| +8% | +$936 | ﹤0.01% | 403 |
|
|
2020
Q1 | $10K | Sell |
2,282
-370
| -14% | -$1.62K | ﹤0.01% | 392 |
|
|
2019
Q4 | $20K | Buy |
2,652
+1,391
| +110% | +$10.5K | 0.01% | 361 |
|
|
2019
Q3 | $8K | Sell |
1,261
-861
| -41% | -$5.46K | ﹤0.01% | 483 |
|
|
2019
Q2 | $14K | Buy |
2,122
+1,656
| +355% | +$10.9K | ﹤0.01% | 392 |
|
|
2019
Q1 | $3K | Buy |
466
+416
| +832% | +$2.68K | ﹤0.01% | 584 |
|
|
2018
Q4 | $9K | Sell |
50
-150
| -75% | -$27K | ﹤0.01% | 405 |
|
|
2018
Q3 | $8K | Buy |
200
+16
| +9% | +$640 | ﹤0.01% | 442 |
|
|
2018
Q2 | $1K | Buy |
+184
| New | +$1K | ﹤0.01% | 544 |
|
|
2017
Q3 | – | Sell |
-11,348
| Closed | -$90K | – | 501 |
|
|
2017
Q2 | $90K | Buy |
+11,348
| New | +$90K | 0.04% | 157 |
|