Mountain Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-75,149
| Closed | -$531K | – | 142 |
|
|
2021
Q1 | $531K | Buy |
75,149
+43,929
| +141% | +$310K | 0.27% | 118 |
|
|
2020
Q4 | $211K | Buy |
31,220
+1,410
| +5% | +$9.53K | 0.13% | 130 |
|
|
2020
Q3 | $171K | Buy |
+29,810
| New | +$171K | 0.11% | 99 |
|
|
2017
Q4 | – | Sell |
-492
| Closed | -$4K | – | 361 |
|
|
2017
Q3 | $4K | Hold |
492
| – | – | ﹤0.01% | 371 |
|
|
2017
Q2 | $4K | Buy |
+492
| New | +$4K | ﹤0.01% | 399 |
|