Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,979
| Closed | -$14K | – | 884 |
|
|
2019
Q3 | $14K | Buy |
1,979
+1,193
| +152% | +$8.44K | ﹤0.01% | 550 |
|
|
2019
Q2 | $6K | Sell |
786
-183
| -19% | -$1.4K | ﹤0.01% | 630 |
|
|
2019
Q1 | $7K | Sell |
969
-394
| -29% | -$2.85K | ﹤0.01% | 603 |
|
|
2018
Q4 | $9K | Buy |
1,363
+406
| +42% | +$2.68K | ﹤0.01% | 520 |
|
|
2018
Q3 | $8K | Sell |
957
-495
| -34% | -$4.14K | ﹤0.01% | 532 |
|
|
2018
Q2 | $11K | Sell |
1,452
-6,086
| -81% | -$46.1K | 0.01% | 537 |
|
|
2018
Q1 | $64K | Buy |
7,538
+1,480
| +24% | +$12.6K | 0.03% | 303 |
|
|
2017
Q4 | $53K | Buy |
6,058
+810
| +15% | +$7.09K | 0.03% | 338 |
|
|
2017
Q3 | $40K | Buy |
5,248
+5,093
| +3,286% | +$38.8K | 0.02% | 355 |
|
|
2017
Q2 | $1K | Sell |
155
-2,920
| -95% | -$18.8K | ﹤0.01% | 801 |
|
|
2017
Q1 | $22K | Buy |
3,075
+2,820
| +1,106% | +$20.2K | 0.01% | 464 |
|
|
2016
Q4 | $2K | Buy |
+255
| New | +$2K | ﹤0.01% | 868 |
|