SeaCrest Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-272
| Closed | -$2K | – | 1641 |
|
2019
Q1 | $2K | Hold |
272
| – | – | ﹤0.01% | 1943 |
|
2018
Q4 | $2K | Sell |
272
-685
| -72% | -$5.04K | ﹤0.01% | 1925 |
|
2018
Q3 | $8K | Hold |
957
| – | – | ﹤0.01% | 1731 |
|
2018
Q2 | $7K | Hold |
957
| – | – | ﹤0.01% | 1727 |
|
2018
Q1 | $8K | Buy |
957
+365
| +62% | +$3.05K | ﹤0.01% | 1673 |
|
2017
Q4 | $5K | Buy |
+592
| New | +$5K | ﹤0.01% | 1820 |
|