Marks Group Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	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%	-$14.6K	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%	+$10.2K	0.02%	231
2020 Q1	$70K	Hold	14,609	–	–	0.02%	215
2019 Q4	$108K	Buy	+14,609	New	+$105K	0.02%	233