Partnervest Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-2,861
| Closed | -$24K | – | 680 |
|
|
2014
Q2 | $24K | Buy |
2,861
+1,696
| +146% | +$14.2K | 0.01% | 496 |
|
|
2014
Q1 | $10K | Hold |
1,165
| – | – | ﹤0.01% | 654 |
|
|
2013
Q4 | $12K | Buy |
1,165
+980
| +530% | +$10.1K | 0.01% | 607 |
|
|
2013
Q3 | $2K | Hold |
185
| – | – | ﹤0.01% | 947 |
|
|
2013
Q2 | $2K | Buy |
+185
| New | +$2K | ﹤0.01% | 882 |
|