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

Lenox Wealth Management’s Portfolio SMFG Stock Details SMFG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$13K	Buy
2020 Q1	$10K	Sell
2019 Q4	$20K	Buy
2019 Q3	$8K	Sell
2019 Q2	$14K	Buy
2019 Q1	$3K	Buy
2018 Q4	$9K	Sell
2018 Q3	$8K	Buy
2018 Q2	$1K	Buy
2017 Q3	–	Sell
2017 Q2	$90K	Buy