Miles Capital’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
2020 Q1	$93K	Buy	19,394 +289	+2%	+$1.86K	0.1%	127
2019 Q4	$142K	Sell	19,105 -316	-2%	-$2.27K	0.11%	184
2019 Q3	$133K	Hold	19,421	–	–	0.11%	175
2019 Q2	$137K	Sell	19,421 -1,449	-7%	-$10.3K	0.11%	176
2019 Q1	$147K	Buy	20,870 +289	+1%	+$2.07K	0.13%	159
2018 Q4	$134K	Buy	20,581 +1,567	+8%	+$11.7K	0.13%	147
2018 Q3	$153K	Sell	19,014 -6,277	-25%	-$49.6K	0.12%	182
2018 Q2	$197K	Sell	25,291 -192	-0.8%	-$1.59K	0.12%	177
2018 Q1	$217K	Buy	25,483 +3,586	+16%	+$32K	0.12%	190
2017 Q4	$190K	Hold	21,897	–	–	0.11%	178
2017 Q3	$169K	Buy	21,897 +9,364	+75%	+$71.4K	0.1%	177
2017 Q2	$99K	Hold	12,533	–	–	0.05%	211
2017 Q1	$91K	Hold	12,533	–	–	0.05%	201
2016 Q4	$96K	Buy	12,533 +2,276	+22%	+$16.5K	0.06%	185
2016 Q3	$69K	Buy	+10,257	New	+$66.5K	0.05%	144