Snowden Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,650
| Closed | -$105K | – | 1135 |
|
|
2023
Q3 | $105K | Buy |
10,650
+505
| +5% | +$4.97K | ﹤0.01% | 1037 |
|
|
2023
Q2 | $87.2K | Sell |
10,145
-28
| -0.3% | -$241 | ﹤0.01% | 1146 |
|
|
2023
Q1 | $81.4K | Sell |
10,173
-1,971
| -16% | -$15.8K | ﹤0.01% | 1121 |
|
|
2022
Q4 | $97.4K | Buy |
+12,144
| New | +$97.4K | ﹤0.01% | 1099 |
|
|
2022
Q3 | – | Sell |
-10,403
| Closed | -$61K | – | 1160 |
|
|
2022
Q2 | $61K | Sell |
10,403
-998
| -9% | -$5.85K | ﹤0.01% | 1090 |
|
|
2022
Q1 | $71K | Buy |
11,401
+9,761
| +595% | +$60.8K | ﹤0.01% | 1005 |
|
|
2021
Q4 | $11K | Sell |
1,640
-17,250
| -91% | -$116K | ﹤0.01% | 1497 |
|
|
2021
Q3 | $132K | Buy |
18,890
+458
| +2% | +$3.21K | 0.01% | 852 |
|
|
2021
Q2 | $127K | Buy |
18,432
+1,935
| +12% | +$13.3K | 0.01% | 854 |
|
|
2021
Q1 | $120K | Buy |
+16,497
| New | +$120K | 0.01% | 783 |
|