Perigon Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10,679	Closed	-$143K	–	1020
2024 Q2	$143K	Buy	+10,679	New	+$143K	﹤0.01%	830
2017 Q1	–	Sell	-4,220	Closed	-$32K	–	696
2016 Q4	$32K	Hold	4,220	–	–	0.01%	405
2016 Q3	$28K	Buy	+4,220	New	+$28K	0.01%	360