Miles 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $93K | Buy |
19,394
+289
| +2% | +$1.39K | 0.1% | 127 |
|
|
2019
Q4 | $142K | Sell |
19,105
-316
| -2% | -$2.35K | 0.11% | 184 |
|
|
2019
Q3 | $133K | Hold |
19,421
| – | – | 0.11% | 175 |
|
|
2019
Q2 | $137K | Sell |
19,421
-1,449
| -7% | -$10.2K | 0.11% | 176 |
|
|
2019
Q1 | $147K | Buy |
20,870
+289
| +1% | +$2.04K | 0.13% | 159 |
|
|
2018
Q4 | $134K | Buy |
20,581
+1,567
| +8% | +$10.2K | 0.13% | 147 |
|
|
2018
Q3 | $153K | Sell |
19,014
-6,277
| -25% | -$50.5K | 0.12% | 182 |
|
|
2018
Q2 | $197K | Sell |
25,291
-192
| -0.8% | -$1.5K | 0.12% | 177 |
|
|
2018
Q1 | $217K | Buy |
25,483
+3,586
| +16% | +$30.5K | 0.12% | 190 |
|
|
2017
Q4 | $190K | Hold |
21,897
| – | – | 0.11% | 178 |
|
|
2017
Q3 | $169K | Buy |
21,897
+9,364
| +75% | +$72.3K | 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% | +$17.4K | 0.06% | 185 |
|
|
2016
Q3 | $69K | Buy |
+10,257
| New | +$69K | 0.05% | 144 |
|