SMDAM
Sumitomo Mitsui DS Asset Management’s Box BOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
12,373
-6,908
| -36% | -$236K | ﹤0.01% | 675 |
|
|
2025
Q1 | $595K | Buy |
19,281
+1,941
| +11% | +$59.9K | 0.01% | 682 |
|
|
2024
Q4 | $548K | Buy |
17,340
+442
| +3% | +$14K | 0.01% | 697 |
|
|
2024
Q3 | $553K | Buy |
16,898
+1,067
| +7% | +$34.9K | 0.01% | 692 |
|
|
2024
Q2 | $419K | Buy |
15,831
+560
| +4% | +$14.8K | ﹤0.01% | 704 |
|
|
2024
Q1 | $432K | Buy |
15,271
+5,610
| +58% | +$159K | 0.01% | 702 |
|
|
2023
Q4 | $247K | Buy |
9,661
+841
| +10% | +$21.5K | ﹤0.01% | 757 |
|
|
2023
Q3 | $214K | Buy |
8,820
+797
| +10% | +$19.3K | ﹤0.01% | 752 |
|
|
2023
Q2 | $236K | Buy |
+8,023
| New | +$236K | ﹤0.01% | 748 |
|