Wealthspire Advisors (Maryland)’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $69K | Buy |
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|
2020
Q1 | $56K | Sell |
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|
2019
Q4 | $92K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $72K | Buy |
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|
2019
Q1 | $61K | Buy |
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|
2018
Q4 | $56K | Sell |
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|
2018
Q3 | $83K | Buy |
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|
2018
Q2 | $80K | Buy |
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|
2018
Q1 | $87K | Sell |
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|
2017
Q4 | $92K | Buy |
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|
2017
Q3 | $33K | Buy |
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|
2017
Q2 | $30K | Buy |
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|
2017
Q1 | $22K | Buy |
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|
2016
Q4 | $7K | Sell |
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|
2016
Q3 | $8K | Hold |
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|
2016
Q2 | $7K | Buy |
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|
2016
Q1 | $3K | Sell |
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|
2015
Q4 | $19K | Buy |
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