Opes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-10,321
| Closed | -$88K | – | 51 |
|
|
2018
Q1 | $88K | Sell |
10,321
-607
| -6% | -$5.18K | 0.07% | 39 |
|
|
2017
Q4 | $95K | Buy |
+10,928
| New | +$95K | 0.07% | 42 |
|
|
2017
Q3 | – | Sell |
-10,928
| Closed | -$83K | – | 58 |
|
|
2017
Q2 | $83K | Buy |
+10,928
| New | +$83K | 0.05% | 63 |
|