Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-213
| Closed | -$1K | – | 782 |
|
|
2015
Q3 | $1K | Buy |
213
+3
| +1% | +$14 | ﹤0.01% | 1000 |
|
|
2015
Q2 | $1K | Hold |
210
| – | – | ﹤0.01% | 896 |
|
|
2015
Q1 | $2K | Hold |
210
| – | – | ﹤0.01% | 915 |
|
|
2014
Q4 | $2K | Buy |
210
+2
| +1% | +$19 | ﹤0.01% | 861 |
|
|
2014
Q3 | $2K | Buy |
208
+3
| +1% | +$29 | ﹤0.01% | 887 |
|
|
2014
Q2 | $2K | Hold |
205
| – | – | ﹤0.01% | 852 |
|
|
2014
Q1 | $2K | Hold |
205
| – | – | ﹤0.01% | 828 |
|
|
2013
Q4 | $2K | Buy |
205
+1
| +0.5% | +$10 | ﹤0.01% | 768 |
|
|
2013
Q3 | $2K | Buy |
204
+3
| +1% | +$29 | ﹤0.01% | 806 |
|
|
2013
Q2 | $2K | Buy |
+201
| New | +$2K | ﹤0.01% | 802 |
|