Physician 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
2025 Q2	$3.93K	Buy	260 +125	+93%	+$1.89K	﹤0.01%	860
2025 Q1	$2.09K	Hold	135	–	–	﹤0.01%	857
2024 Q4	$1.96K	Buy	+135	New	+$1.96K	﹤0.01%	852
2020 Q1	–	Sell	-10,722	Closed	-$79K	–	121
2019 Q4	$79K	Buy	+10,722	New	+$79K	0.04%	118