Tyler-Stone Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-153
| Closed | -$2.05K | – | 797 |
|
|
2024
Q2 | $2.05K | Hold |
153
| – | – | ﹤0.01% | 818 |
|
|
2024
Q1 | $1.8K | Hold |
153
| – | – | ﹤0.01% | 817 |
|
|
2023
Q4 | $1.48K | Hold |
153
| – | – | ﹤0.01% | 804 |
|
|
2023
Q3 | $2K | Hold |
153
| – | – | ﹤0.01% | 805 |
|
|
2023
Q2 | $1K | Buy |
+153
| New | +$1K | ﹤0.01% | 832 |
|
|
2022
Q4 | $1K | Hold |
153
| – | – | ﹤0.01% | 800 |
|
|
2022
Q3 | $1K | Hold |
153
| – | – | ﹤0.01% | 809 |
|
|
2022
Q2 | $1K | Hold |
153
| – | – | ﹤0.01% | 817 |
|
|
2022
Q1 | $1K | Hold |
153
| – | – | ﹤0.01% | 787 |
|
|
2021
Q4 | $1K | Buy |
+153
| New | +$1K | ﹤0.01% | 850 |
|