SWS
SYSTM Wealth Solutions’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-60
| Closed | -$707 | – | 927 |
|
|
2024
Q1 | $707 | Sell |
60
-8,508
| -99% | -$100K | ﹤0.01% | 964 |
|
|
2023
Q4 | $82.9K | Sell |
8,568
-14,837
| -63% | -$144K | 0.01% | 486 |
|
|
2023
Q3 | $231K | Sell |
23,405
-6,884
| -23% | -$67.8K | 0.04% | 410 |
|
|
2023
Q2 | $260K | Sell |
30,289
-708
| -2% | -$6.09K | 0.04% | 407 |
|
|
2023
Q1 | $248K | Sell |
30,997
-8,792
| -22% | -$70.3K | 0.04% | 413 |
|
|
2022
Q4 | $319K | Buy |
+39,789
| New | +$319K | 0.04% | 422 |
|