Schwartz Investment Counsel’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q1
Sell
-99,000
Closed -$751K 141
2015
Q4
$751K Hold
99,000
0.06% 114
2015
Q3
$755K Hold
99,000
0.06% 120
2015
Q2
$880K Buy
99,000
+41,000
+71% +$364K 0.06% 130
2015
Q1
$449K Buy
+58,000
New +$449K 0.03% 152