Placemark Investments’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
Q4 | $2.12M | Sell |
290,616
-110,455
| -28% | -$805K | 0.04% | 552 |
|
|
2014
Q3 | $3.29M | Buy |
401,071
+33,562
| +9% | +$275K | 0.06% | 375 |
|
|
2014
Q2 | $3.11M | Buy |
367,509
+56,841
| +18% | +$481K | 0.06% | 414 |
|
|
2014
Q1 | $2.69M | Buy |
310,668
+12,098
| +4% | +$105K | 0.05% | 429 |
|
|
2013
Q4 | $3.13M | Buy |
298,570
+43,997
| +17% | +$462K | 0.05% | 416 |
|
|
2013
Q3 | $2.48M | Sell |
254,573
-78,870
| -24% | -$768K | 0.05% | 457 |
|
|
2013
Q2 | $3.08M | Buy |
+333,443
| New | +$3.08M | 0.07% | 354 |
|