Rockefeller Financial Services’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 | $287K | Hold |
33,082
| – | – | ﹤0.01% | 316 |
|
|
2017
Q3 | $255K | Hold |
33,082
| – | – | ﹤0.01% | 312 |
|
|
2017
Q2 | $260K | Hold |
33,082
| – | – | 0.01% | 278 |
|
|
2017
Q1 | $240K | Hold |
33,082
| – | – | ﹤0.01% | 295 |
|
|
2016
Q4 | $253K | Buy |
+33,082
| New | +$253K | 0.01% | 303 |
|
|
2016
Q3 | – | Sell |
-90,637
| Closed | -$518K | – | 482 |
|
|
2016
Q2 | $518K | Hold |
90,637
| – | – | 0.01% | 245 |
|
|
2016
Q1 | $545K | Buy |
+90,637
| New | +$545K | 0.01% | 239 |
|