Washington Trust’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
Q4 | – | Sell |
-555
| Closed | -$5.47K | – | 943 |
|
|
2023
Q3 | $5.47K | Buy |
555
+8
| +1% | +$79 | ﹤0.01% | 676 |
|
|
2023
Q2 | $4.7K | Sell |
547
-7
| -1% | -$60 | ﹤0.01% | 714 |
|
|
2023
Q1 | $4.43K | Sell |
554
-321
| -37% | -$2.57K | ﹤0.01% | 734 |
|
|
2022
Q4 | $7.02K | Sell |
875
-67
| -7% | -$537 | ﹤0.01% | 681 |
|
|
2022
Q3 | $5K | Buy |
942
+28
| +3% | +$149 | ﹤0.01% | 721 |
|
|
2022
Q2 | $5K | Sell |
914
-114
| -11% | -$624 | ﹤0.01% | 724 |
|
|
2022
Q1 | $6K | Buy |
1,028
+18
| +2% | +$105 | ﹤0.01% | 728 |
|
|
2021
Q4 | $7K | Buy |
1,010
+19
| +2% | +$132 | ﹤0.01% | 706 |
|
|
2021
Q3 | $7K | Hold |
991
| – | – | ﹤0.01% | 824 |
|
|
2021
Q2 | $7K | Hold |
991
| – | – | ﹤0.01% | 828 |
|
|
2021
Q1 | $7K | Sell |
991
-76
| -7% | -$537 | ﹤0.01% | 796 |
|
|
2020
Q4 | $7K | Hold |
1,067
| – | – | ﹤0.01% | 777 |
|
|
2020
Q3 | $6K | Sell |
1,067
-32
| -3% | -$180 | ﹤0.01% | 780 |
|
|
2020
Q2 | $6K | Sell |
1,099
-140
| -11% | -$764 | ﹤0.01% | 692 |
|
|
2020
Q1 | $6K | Buy |
+1,239
| New | +$6K | ﹤0.01% | 740 |
|
|
2018
Q3 | – | Sell |
-966
| Closed | -$8K | – | 711 |
|
|
2018
Q2 | $8K | Buy |
+966
| New | +$8K | ﹤0.01% | 699 |
|