Principle Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-7,930
Closed -$45K 382
2020
Q2
$45K Buy
+7,930
New +$45K 0.01% 287