Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-234
| Closed | -$2K | – | 951 |
|
|
2021
Q3 | $2K | Buy |
234
+121
| +107% | +$1.03K | ﹤0.01% | 1080 |
|
|
2021
Q2 | $1K | Sell |
113
-63
| -36% | -$558 | ﹤0.01% | 1033 |
|
|
2021
Q1 | $1K | Hold |
176
| – | – | ﹤0.01% | 900 |
|
|
2020
Q4 | $1K | Buy |
+176
| New | +$1K | ﹤0.01% | 903 |
|
|
2020
Q3 | – | Sell |
-3,450
| Closed | -$19K | – | 949 |
|
|
2020
Q2 | $19K | Sell |
3,450
-1,749
| -34% | -$9.63K | 0.01% | 388 |
|
|
2020
Q1 | $25K | Buy |
5,199
+837
| +19% | +$4.03K | 0.02% | 321 |
|
|
2019
Q4 | $32K | Sell |
4,362
-8
| -0.2% | -$59 | 0.03% | 333 |
|
|
2019
Q3 | $30K | Sell |
4,370
-3,640
| -45% | -$25K | 0.03% | 324 |
|
|
2019
Q2 | $57K | Buy |
8,010
+376
| +5% | +$2.68K | 0.05% | 230 |
|
|
2019
Q1 | $53K | Buy |
7,634
+719
| +10% | +$4.99K | 0.04% | 195 |
|
|
2018
Q4 | $45K | Buy |
+6,915
| New | +$45K | 0.03% | 203 |
|