Lourd Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-19,107
| Closed | -$124K | – | 265 |
|
|
2018
Q4 | $124K | Sell |
19,107
-43,724
| -70% | -$284K | 0.01% | 297 |
|
|
2018
Q3 | $505K | Buy |
62,831
+1,012
| +2% | +$8.13K | 0.03% | 130 |
|
|
2018
Q2 | $480K | Buy |
+61,819
| New | +$480K | 0.07% | 82 |
|
|
2018
Q1 | – | Sell |
-23,664
| Closed | -$206K | – | 299 |
|
|
2017
Q4 | $206K | Buy |
+23,664
| New | +$206K | 0.01% | 341 |
|