Proficio Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,252
| Closed | -$37K | – | 1305 |
|
|
2019
Q2 | $37K | Sell |
5,252
-540
| -9% | -$3.8K | 0.01% | 475 |
|
|
2019
Q1 | $41K | Sell |
5,792
-6,964
| -55% | -$49.3K | 0.01% | 412 |
|
|
2018
Q4 | $83K | Buy |
12,756
+170
| +1% | +$1.11K | 0.04% | 190 |
|
|
2018
Q3 | $101K | Sell |
12,586
-2,912
| -19% | -$23.4K | 0.03% | 196 |
|
|
2018
Q2 | $120K | Sell |
15,498
-561
| -3% | -$4.34K | 0.05% | 178 |
|
|
2018
Q1 | $137K | Buy |
16,059
+1,064
| +7% | +$9.08K | 0.04% | 168 |
|
|
2017
Q4 | $130K | Buy |
14,995
+250
| +2% | +$2.17K | 0.04% | 174 |
|
|
2017
Q3 | $114K | Sell |
14,745
-3,426
| -19% | -$26.5K | 0.05% | 226 |
|
|
2017
Q2 | $142K | Buy |
18,171
+7,791
| +75% | +$60.9K | 0.06% | 202 |
|
|
2017
Q1 | $76K | Buy |
10,380
+4,032
| +64% | +$29.5K | 0.03% | 296 |
|
|
2016
Q4 | $48K | Buy |
6,348
+929
| +17% | +$7.03K | 0.02% | 275 |
|
|
2016
Q3 | $37K | Hold |
5,419
| – | – | 0.02% | 323 |
|
|
2016
Q2 | $32K | Buy |
5,419
+3,816
| +238% | +$22.5K | 0.02% | 346 |
|
|
2016
Q1 | $10K | Sell |
1,603
-1,611
| -50% | -$10.1K | 0.01% | 412 |
|
|
2015
Q4 | $24K | Buy |
+3,214
| New | +$24K | 0.02% | 173 |
|