Milestone Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,398	Closed	-$13.8K	–	392
2023 Q3	$13.8K	Buy	+1,398	New	+$13.8K	﹤0.01%	277
2023 Q2	–	Sell	-1,398	Closed	-$11.2K	–	388
2023 Q1	$11.2K	Buy	+1,398	New	+$11.2K	﹤0.01%	292