Point View 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-17,764
| Closed | -$137K | – | 267 |
|
|
2017
Q3 | $137K | Hold |
17,764
| – | – | 0.07% | 247 |
|
|
2017
Q2 | $140K | Hold |
17,764
| – | – | 0.07% | 245 |
|
|
2017
Q1 | $129K | Hold |
17,764
| – | – | 0.07% | 243 |
|
|
2016
Q4 | $136K | Hold |
17,764
| – | – | 0.08% | 235 |
|
|
2016
Q3 | $120K | Hold |
17,764
| – | – | 0.07% | 231 |
|
|
2016
Q2 | $102K | Hold |
17,764
| – | – | 0.06% | 230 |
|
|
2016
Q1 | $107K | Sell |
17,764
-2,904
| -14% | -$17.5K | 0.07% | 226 |
|
|
2015
Q4 | $157K | Hold |
20,668
| – | – | 0.11% | 192 |
|
|
2015
Q3 | $158K | Hold |
20,668
| – | – | 0.13% | 180 |
|
|
2015
Q2 | $184K | Hold |
20,668
| – | – | 0.14% | 179 |
|
|
2015
Q1 | $160K | Hold |
20,668
| – | – | 0.12% | 185 |
|
|
2014
Q4 | $150K | Hold |
20,668
| – | – | 0.11% | 180 |
|
|
2014
Q3 | $169K | Hold |
20,668
| – | – | 0.14% | 175 |
|
|
2014
Q2 | $175K | Sell |
20,668
-4,928
| -19% | -$41.7K | 0.15% | 174 |
|
|
2014
Q1 | $221K | Buy |
25,596
+1,255
| +5% | +$10.8K | 0.2% | 154 |
|
|
2013
Q4 | $255K | Buy |
+24,341
| New | +$255K | 0.24% | 141 |
|