MGWM
Marks Group Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,394
| Closed | -$115K | – | 289 |
|
|
2022
Q4 | $115K | Hold |
14,394
| – | – | 0.02% | 273 |
|
|
2022
Q3 | $79K | Hold |
14,394
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $85K | Hold |
14,394
| – | – | 0.01% | 285 |
|
|
2022
Q1 | $90K | Hold |
14,394
| – | – | 0.01% | 303 |
|
|
2021
Q4 | $98K | Hold |
14,394
| – | – | 0.01% | 307 |
|
|
2021
Q3 | $101K | Hold |
14,394
| – | – | 0.01% | 291 |
|
|
2021
Q2 | $99K | Hold |
14,394
| – | – | 0.01% | 266 |
|
|
2021
Q1 | $104K | Sell |
14,394
-2,096
| -13% | -$15.1K | 0.02% | 249 |
|
|
2020
Q4 | $102K | Hold |
16,490
| – | – | 0.02% | 251 |
|
|
2020
Q3 | $92K | Hold |
16,490
| – | – | 0.02% | 236 |
|
|
2020
Q2 | $92K | Buy |
16,490
+1,881
| +13% | +$10.5K | 0.02% | 231 |
|
|
2020
Q1 | $70K | Hold |
14,609
| – | – | 0.02% | 215 |
|
|
2019
Q4 | $108K | Buy |
+14,609
| New | +$108K | 0.02% | 233 |
|