Telemus Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-35,079
| Closed | -$238K | – | 399 |
|
|
2019
Q2 | $238K | Buy |
35,079
+3,494
| +11% | +$23.7K | 0.02% | 329 |
|
|
2019
Q1 | $222K | Sell |
31,585
-7,571
| -19% | -$53.2K | 0.02% | 386 |
|
|
2018
Q4 | $255K | Sell |
39,156
-11,355
| -22% | -$73.9K | 0.02% | 355 |
|
|
2018
Q3 | $406K | Sell |
50,511
-24,350
| -33% | -$196K | 0.03% | 315 |
|
|
2018
Q2 | $582K | Buy |
74,861
+1,459
| +2% | +$11.3K | 0.04% | 271 |
|
|
2018
Q1 | $624K | Sell |
73,402
-4,867
| -6% | -$41.4K | 0.05% | 262 |
|
|
2017
Q4 | $680K | Buy |
78,269
+12,041
| +18% | +$105K | 0.05% | 244 |
|
|
2017
Q3 | $511K | Sell |
66,228
-33,586
| -34% | -$259K | 0.06% | 201 |
|
|
2017
Q2 | $785K | Buy |
+99,814
| New | +$785K | 0.08% | 180 |
|
|
2013
Q4 | – | Sell |
-11,836
| Closed | -$115K | – | 147 |
|
|
2013
Q3 | $115K | Buy |
+11,836
| New | +$115K | 0.03% | 166 |
|