Steinberg Global Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,784
| Closed | -$82K | – | 226 |
|
|
2015
Q4 | $82K | Sell |
10,784
-3,633
| -25% | -$27.6K | 0.02% | 221 |
|
|
2015
Q3 | $110K | Sell |
14,417
-1,423
| -9% | -$10.9K | 0.02% | 209 |
|
|
2015
Q2 | $141K | Hold |
15,840
| – | – | 0.03% | 222 |
|
|
2015
Q1 | $123K | Sell |
15,840
-1,815
| -10% | -$14.1K | 0.02% | 216 |
|
|
2014
Q4 | $129K | Sell |
17,655
-340
| -2% | -$2.48K | 0.03% | 181 |
|
|
2014
Q3 | $148K | Sell |
17,995
-1,060
| -6% | -$8.72K | 0.03% | 183 |
|
|
2014
Q2 | $161K | Sell |
19,055
-1,940
| -9% | -$16.4K | 0.04% | 185 |
|
|
2014
Q1 | $182K | Buy |
20,995
+1,035
| +5% | +$8.97K | 0.05% | 181 |
|
|
2013
Q4 | $209K | Hold |
19,960
| – | – | 0.04% | 210 |
|
|
2013
Q3 | $194K | Sell |
19,960
-500
| -2% | -$4.86K | 0.04% | 206 |
|
|
2013
Q2 | $189K | Buy |
+20,460
| New | +$189K | 0.05% | 198 |
|