Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-544
| Closed | -$4K | – | 349 |
|
|
2015
Q3 | $4K | Hold |
544
| – | – | ﹤0.01% | 390 |
|
|
2015
Q2 | $5K | Buy |
+544
| New | +$5K | ﹤0.01% | 311 |
|
|
2014
Q1 | – | Sell |
-544
| Closed | -$6K | – | 817 |
|
|
2013
Q4 | $6K | Hold |
544
| – | – | ﹤0.01% | 649 |
|
|
2013
Q3 | $5K | Buy |
+544
| New | +$5K | ﹤0.01% | 493 |
|