Wealthspire Advisors (Maryland)’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-12,206
| Closed | -$69K | – | 540 |
|
|
2020
Q2 | $69K | Buy |
12,206
+614
| +5% | +$3.47K | ﹤0.01% | 437 |
|
|
2020
Q1 | $56K | Sell |
11,592
-787
| -6% | -$3.8K | ﹤0.01% | 419 |
|
|
2019
Q4 | $92K | Buy |
+12,379
| New | +$92K | 0.01% | 486 |
|
|
2019
Q3 | – | Sell |
-10,157
| Closed | -$72K | – | 482 |
|
|
2019
Q2 | $72K | Buy |
10,157
+1,532
| +18% | +$10.9K | 0.01% | 449 |
|
|
2019
Q1 | $61K | Buy |
8,625
+28
| +0.3% | +$198 | ﹤0.01% | 829 |
|
|
2018
Q4 | $56K | Sell |
8,597
-1,764
| -17% | -$11.5K | 0.01% | 811 |
|
|
2018
Q3 | $83K | Buy |
10,361
+44
| +0.4% | +$352 | 0.01% | 761 |
|
|
2018
Q2 | $80K | Buy |
10,317
+78
| +0.8% | +$605 | 0.01% | 797 |
|
|
2018
Q1 | $87K | Sell |
10,239
-391
| -4% | -$3.32K | 0.01% | 759 |
|
|
2017
Q4 | $92K | Buy |
10,630
+6,370
| +150% | +$55.1K | 0.01% | 744 |
|
|
2017
Q3 | $33K | Buy |
4,260
+500
| +13% | +$3.87K | ﹤0.01% | 1118 |
|
|
2017
Q2 | $30K | Buy |
3,760
+727
| +24% | +$5.8K | ﹤0.01% | 1125 |
|
|
2017
Q1 | $22K | Buy |
3,033
+2,117
| +231% | +$15.4K | ﹤0.01% | 1056 |
|
|
2016
Q4 | $7K | Sell |
916
-243
| -21% | -$1.86K | ﹤0.01% | 1332 |
|
|
2016
Q3 | $8K | Hold |
1,159
| – | – | ﹤0.01% | 1298 |
|
|
2016
Q2 | $7K | Buy |
1,159
+682
| +143% | +$4.12K | ﹤0.01% | 1278 |
|
|
2016
Q1 | $3K | Sell |
477
-2,017
| -81% | -$12.7K | ﹤0.01% | 1468 |
|
|
2015
Q4 | $19K | Buy |
+2,494
| New | +$19K | ﹤0.01% | 992 |
|