Thompson Davis & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-2,184
| Closed | -$17K | – | 1030 |
|
|
2017
Q3 | $17K | Hold |
2,184
| – | – | 0.03% | 530 |
|
|
2017
Q2 | $17K | Buy |
2,184
+79
| +4% | +$615 | 0.03% | 523 |
|
|
2017
Q1 | $15K | Sell |
2,105
-109
| -5% | -$777 | 0.02% | 590 |
|
|
2016
Q4 | $17K | Hold |
2,214
| – | – | 0.03% | 550 |
|
|
2016
Q3 | $15K | Hold |
2,214
| – | – | 0.03% | 561 |
|
|
2016
Q2 | $13K | Hold |
2,214
| – | – | 0.02% | 580 |
|
|
2016
Q1 | $13K | Hold |
2,214
| – | – | 0.02% | 588 |
|
|
2015
Q4 | $17K | Hold |
2,214
| – | – | 0.02% | 511 |
|
|
2015
Q3 | $17K | Buy |
2,214
+457
| +26% | +$3.51K | 0.02% | 515 |
|
|
2015
Q2 | $16K | Hold |
1,757
| – | – | 0.02% | 610 |
|
|
2015
Q1 | $14K | Hold |
1,757
| – | – | 0.02% | 650 |
|
|
2014
Q4 | $13K | Hold |
1,757
| – | – | 0.02% | 669 |
|
|
2014
Q3 | $14K | Buy |
+1,757
| New | +$14K | 0.02% | 584 |
|