Neuburgh Advisers’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-136,442
| Closed | -$1.1M | – | 923 |
|
|
2018
Q3 | $1.1M | Hold |
136,442
| – | – | 0.04% | 280 |
|
|
2018
Q2 | $1.06M | Hold |
136,442
| – | – | 0.04% | 282 |
|
|
2018
Q1 | $1.16M | Hold |
136,442
| – | – | 0.04% | 249 |
|
|
2017
Q4 | $1.19M | Hold |
136,442
| – | – | 0.04% | 261 |
|
|
2017
Q3 | $1.05M | Hold |
136,442
| – | – | 0.04% | 272 |
|
|
2017
Q2 | $1.07M | Hold |
136,442
| – | – | 0.04% | 258 |
|
|
2017
Q1 | $989K | Hold |
136,442
| – | – | 0.04% | 270 |
|
|
2016
Q4 | $1.04M | Buy |
+136,442
| New | +$1.04M | 0.05% | 231 |
|