Wealthspire Advisors (New York)’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
Q1 | – | Sell |
-14,350
| Closed | -$115K | – | 587 |
|
|
2022
Q4 | $115K | Buy |
+14,350
| New | +$115K | ﹤0.01% | 557 |
|
|
2021
Q4 | – | Sell |
-13,538
| Closed | -$95K | – | 615 |
|
|
2021
Q3 | $95K | Buy |
+13,538
| New | +$95K | ﹤0.01% | 568 |
|
|
2020
Q2 | – | Sell |
-14,777
| Closed | -$71K | – | 489 |
|
|
2020
Q1 | $71K | Buy |
+14,777
| New | +$71K | ﹤0.01% | 530 |
|
|
2019
Q1 | – | Sell |
-3,786
| Closed | -$25K | – | 672 |
|
|
2018
Q4 | $25K | Buy |
+3,786
| New | +$25K | ﹤0.01% | 293 |
|