Wambolt & Associates’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
Q3
Sell
-19,465
Closed -$137K 163
2019
Q2
$137K Sell
19,465
-510
-3% -$3.59K 0.12% 157
2019
Q1
$143K Sell
19,975
-589
-3% -$4.22K 0.13% 148
2018
Q4
$134K Buy
+20,564
New +$134K 0.15% 141