Thomas J. Herzfeld Advisors’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
Q2 | – | Sell |
-916
| Closed | -$6K | – | 297 |
|
|
2019
Q1 | $6K | Buy |
916
+263
| +40% | +$1.72K | ﹤0.01% | 278 |
|
|
2018
Q4 | $4K | Buy |
+653
| New | +$4K | ﹤0.01% | 284 |
|
|
2015
Q2 | – | Sell |
-6,280
| Closed | -$49K | – | 317 |
|
|
2015
Q1 | $49K | Buy |
6,280
+4,738
| +307% | +$37K | 0.02% | 179 |
|
|
2014
Q4 | $11K | Buy |
+1,542
| New | +$11K | 0.01% | 227 |
|