TWA
TCI Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,291
| Closed | -$32K | – | 1722 |
|
|
2019
Q4 | $32K | Buy |
4,291
+2,275
| +113% | +$17K | 0.01% | 461 |
|
|
2019
Q3 | $14K | Hold |
2,016
| – | – | 0.01% | 559 |
|
|
2019
Q2 | $14K | Hold |
2,016
| – | – | 0.01% | 548 |
|
|
2019
Q1 | $14K | Hold |
2,016
| – | – | 0.01% | 565 |
|
|
2018
Q4 | $13K | Hold |
2,016
| – | – | 0.01% | 564 |
|
|
2018
Q3 | $16K | Hold |
2,016
| – | – | 0.01% | 543 |
|
|
2018
Q2 | $16K | Hold |
2,016
| – | – | 0.01% | 537 |
|
|
2018
Q1 | $17K | Sell |
2,016
-714
| -26% | -$6.02K | 0.01% | 519 |
|
|
2017
Q4 | $24K | Buy |
2,730
+714
| +35% | +$6.28K | 0.01% | 464 |
|
|
2017
Q3 | $16K | Hold |
2,016
| – | – | 0.01% | 504 |
|
|
2017
Q2 | $16K | Hold |
2,016
| – | – | 0.01% | 501 |
|
|
2017
Q1 | $15K | Sell |
2,016
-38
| -2% | -$283 | 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% | -$467 | 0.01% | 432 |
|
|
2015
Q2 | $19K | Hold |
2,114
| – | – | 0.01% | 416 |
|
|
2015
Q1 | $16K | Buy |
+2,114
| New | +$16K | 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% | 331 |
|
|
2013
Q3 | $0 | Buy |
+2,140
| New | – | ﹤0.01% | 831 |
|