SMDAM
Sumitomo Mitsui DS Asset Management’s XP XP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $367K | Buy |
18,181
+54
| +0.3% | +$1.09K | ﹤0.01% | 678 |
|
|
2025
Q1 | $249K | Buy |
18,127
+1,861
| +11% | +$25.6K | ﹤0.01% | 735 |
|
|
2024
Q4 | $193K | Sell |
16,266
-1,956
| -11% | -$23.2K | ﹤0.01% | 760 |
|
|
2024
Q3 | $327K | Buy |
+18,222
| New | +$327K | ﹤0.01% | 728 |
|