One Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-250
| Closed | -$2K | – | 432 |
|
|
2019
Q1 | $2K | Buy |
+250
| New | +$2K | ﹤0.01% | 496 |
|
|
2018
Q4 | – | Sell |
-282
| Closed | -$2K | – | 416 |
|
|
2018
Q3 | $2K | Buy |
282
+94
| +50% | +$667 | ﹤0.01% | 519 |
|
|
2018
Q2 | $1K | Hold |
188
| – | – | ﹤0.01% | 541 |
|
|
2018
Q1 | $2K | Buy |
+188
| New | +$2K | ﹤0.01% | 488 |
|