TrueWealth LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,865
Closed -$23K 806
2018
Q3
$23K Hold
2,865
0.01% 372
2018
Q2
$22K Hold
2,865
0.01% 375
2018
Q1
$24K Sell
2,865
-1,047
-27% -$8.77K 0.01% 339
2017
Q4
$34K Buy
+3,912
New +$34K 0.02% 337