Rowland Carmichael 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-22,760
| Closed | -$183K | – | 354 |
|
|
2018
Q3 | $183K | Sell |
22,760
-10,261
| -31% | -$82.5K | 0.07% | 274 |
|
|
2018
Q2 | $257K | Hold |
33,021
| – | – | 0.11% | 220 |
|
|
2018
Q1 | $281K | Hold |
33,021
| – | – | 0.15% | 187 |
|
|
2017
Q4 | $287K | Hold |
33,021
| – | – | 0.15% | 184 |
|
|
2017
Q3 | $255K | Hold |
33,021
| – | – | 0.14% | 196 |
|
|
2017
Q2 | $260K | Buy |
+33,021
| New | +$260K | 0.15% | 177 |
|