Point View Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$18.1K	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%	-$40.6K	0.15%	174
2014 Q1	$221K	Buy	25,596 +1,255	+5%	+$11.7K	0.2%	154
2013 Q4	$255K	Buy	+24,341	New	+$242K	0.24%	141