TCI Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-4,291	Closed	-$32K	–	1734
2019 Q4	$32K	Buy	4,291 +2,275	+113%	+$16.4K	0.01%	465
2019 Q3	$14K	Hold	2,016	–	–	0.01%	563
2019 Q2	$14K	Hold	2,016	–	–	0.01%	552
2019 Q1	$14K	Hold	2,016	–	–	0.01%	571
2018 Q4	$13K	Hold	2,016	–	–	0.01%	572
2018 Q3	$16K	Hold	2,016	–	–	0.01%	553
2018 Q2	$16K	Hold	2,016	–	–	0.01%	537
2018 Q1	$17K	Sell	2,016 -714	-26%	-$6.38K	0.01%	522
2017 Q4	$24K	Buy	2,730 +714	+35%	+$5.79K	0.01%	464
2017 Q3	$16K	Hold	2,016	–	–	0.01%	505
2017 Q2	$16K	Hold	2,016	–	–	0.01%	501
2017 Q1	$15K	Sell	2,016 -38	-2%	-$295	0.01%	503
2016 Q4	$16K	Hold	2,054	–	–	0.01%	534
2016 Q3	$14K	Hold	2,054	–	–	0.01%	506
2016 Q2	$12K	Hold	2,054	–	–	0.01%	526
2016 Q1	$12K	Hold	2,054	–	–	0.01%	543
2015 Q4	$16K	Hold	2,054	–	–	0.01%	476
2015 Q3	$16K	Sell	2,054 -60	-3%	-$504	0.01%	432
2015 Q2	$19K	Hold	2,114	–	–	0.01%	416
2015 Q1	$16K	Buy	+2,114	New	+$15.8K	0.01%	385
2014 Q4	–	Sell	-2,140	Closed	-$18K	–	923
2014 Q3	$18K	Hold	2,140	–	–	0.01%	349
2014 Q2	$18K	Hold	2,140	–	–	0.01%	354
2014 Q1	$19K	Hold	2,140	–	–	0.01%	337
2013 Q4	$22K	Hold	2,140	–	–	0.01%	332
2013 Q3	$0	Buy	+2,140	New	+$20.3K	﹤0.01%	832