U.S. Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-97,849
| Closed | -$783K | – | 690 |
|
|
2023
Q1 | $783K | Sell |
97,849
-98,285
| -50% | -$786K | 0.04% | 347 |
|
|
2022
Q4 | $1.57M | Sell |
196,134
-196,134
| -50% | -$1.57M | 0.07% | 247 |
|
|
2022
Q3 | $2.16M | Hold |
392,268
| – | – | 0.11% | 175 |
|
|
2022
Q2 | $2.31M | Hold |
392,268
| – | – | 0.1% | 194 |
|
|
2022
Q1 | $2.46M | Hold |
392,268
| – | – | 0.09% | 209 |
|
|
2021
Q4 | $2.66M | Sell |
392,268
-107,195
| -21% | -$728K | 0.11% | 210 |
|
|
2021
Q3 | $3.44M | Buy |
+499,463
| New | +$3.44M | 0.15% | 153 |
|