TD Ameritrade Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-200
| Closed | -$2K | – | 406 |
|
|
2023
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 475 |
|
|
2023
Q1 | $2K | Sell |
200
-273
| -58% | -$2.73K | ﹤0.01% | 504 |
|
|
2022
Q4 | $4K | Sell |
473
-486
| -51% | -$4.11K | ﹤0.01% | 445 |
|
|
2022
Q3 | $5K | Sell |
959
-290
| -23% | -$1.51K | ﹤0.01% | 428 |
|
|
2022
Q2 | $7K | Sell |
1,249
-917
| -42% | -$5.14K | ﹤0.01% | 449 |
|
|
2022
Q1 | $14K | Sell |
2,166
-517
| -19% | -$3.34K | ﹤0.01% | 459 |
|
|
2021
Q4 | $18K | Sell |
2,683
-1,580
| -37% | -$10.6K | ﹤0.01% | 426 |
|
|
2021
Q3 | $24K | Buy |
4,263
+1,361
| +47% | +$7.66K | ﹤0.01% | 375 |
|
|
2021
Q2 | $20K | Sell |
2,902
-1,812
| -38% | -$12.5K | ﹤0.01% | 397 |
|
|
2021
Q1 | $29K | Hold |
4,714
| – | – | ﹤0.01% | 371 |
|
|
2020
Q4 | $29K | Buy |
4,714
+451
| +11% | +$2.78K | ﹤0.01% | 371 |
|
|
2020
Q3 | $24K | Hold |
4,263
| – | – | ﹤0.01% | 375 |
|
|
2020
Q2 | $24K | Sell |
4,263
-168
| -4% | -$946 | ﹤0.01% | 369 |
|
|
2020
Q1 | $21K | Buy |
4,431
+1,186
| +37% | +$5.62K | ﹤0.01% | 355 |
|
|
2019
Q4 | $24K | Buy |
3,245
+213
| +7% | +$1.58K | ﹤0.01% | 376 |
|
|
2019
Q3 | $21K | Buy |
3,032
+104
| +4% | +$720 | ﹤0.01% | 374 |
|
|
2019
Q2 | $21K | Sell |
2,928
-701
| -19% | -$5.03K | ﹤0.01% | 332 |
|
|
2019
Q1 | $26K | Buy |
3,629
+88
| +2% | +$630 | ﹤0.01% | 296 |
|
|
2018
Q4 | $23K | Buy |
3,541
+1,051
| +42% | +$6.83K | ﹤0.01% | 289 |
|
|
2018
Q3 | $20K | Buy |
2,490
+2,353
| +1,718% | +$18.9K | ﹤0.01% | 283 |
|
|
2018
Q2 | $1K | Buy |
+137
| New | +$1K | ﹤0.01% | 444 |
|