RPg Family Wealth Advisory’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
Q1 | – | Sell |
-2,037
| Closed | -$15.6K | – | 326 |
|
|
2016
Q4 | $15.6K | Sell |
2,037
-362
| -15% | -$2.77K | 0.01% | 212 |
|
|
2016
Q3 | $16.2K | Buy |
2,399
+332
| +16% | +$2.24K | 0.01% | 200 |
|
|
2016
Q2 | $11.8K | Buy |
+2,067
| New | +$11.8K | 0.01% | 242 |
|
|
2016
Q1 | – | Sell |
-1,879
| Closed | -$14.3K | – | 285 |
|
|
2015
Q4 | $14.3K | Buy |
+1,879
| New | +$14.3K | 0.01% | 171 |
|