Telemus Capital’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
2019 Q3	–	Sell	-35,079	Closed	-$238K	–	401
2019 Q2	$238K	Buy	35,079 +3,494	+11%	+$24.7K	0.02%	329
2019 Q1	$222K	Sell	31,585 -7,571	-19%	-$54.1K	0.02%	386
2018 Q4	$255K	Sell	39,156 -11,355	-22%	-$84.8K	0.02%	355
2018 Q3	$406K	Sell	50,511 -24,350	-33%	-$192K	0.03%	315
2018 Q2	$582K	Buy	74,861 +1,459	+2%	+$12.1K	0.04%	271
2018 Q1	$624K	Sell	73,402 -4,867	-6%	-$43.5K	0.05%	262
2017 Q4	$680K	Buy	78,269 +12,041	+18%	+$97.6K	0.05%	244
2017 Q3	$511K	Sell	66,228 -33,586	-34%	-$256K	0.06%	201
2017 Q2	$785K	Buy	+99,814	New	+$742K	0.08%	180
2013 Q4	–	Sell	-11,836	Closed	-$115K	–	147
2013 Q3	$115K	Buy	+11,836	New	+$112K	0.03%	166