Washington Trust Bank’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
Q2 | – | Sell |
-2,950
| Closed | -$21K | – | 487 |
|
|
2019
Q1 | $21K | Hold |
2,950
| – | – | ﹤0.01% | 436 |
|
|
2018
Q4 | $19K | Hold |
2,950
| – | – | ﹤0.01% | 435 |
|
|
2018
Q3 | $24K | Hold |
2,950
| – | – | ﹤0.01% | 463 |
|
|
2018
Q2 | $23K | Hold |
2,950
| – | – | ﹤0.01% | 465 |
|
|
2018
Q1 | $25K | Buy |
+2,950
| New | +$25K | ﹤0.01% | 491 |
|
|
2015
Q1 | – | Sell |
-1,440
| Closed | -$10K | – | 860 |
|
|
2014
Q4 | $10K | Hold |
1,440
| – | – | ﹤0.01% | 716 |
|
|
2014
Q3 | $12K | Hold |
1,440
| – | – | ﹤0.01% | 672 |
|
|
2014
Q2 | $12K | Sell |
1,440
-1,500
| -51% | -$12.5K | ﹤0.01% | 708 |
|
|
2014
Q1 | $25K | Buy |
+2,940
| New | +$25K | 0.01% | 577 |
|