Whitnell & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-624
| Closed | -$5K | – | 334 |
|
|
2018
Q2 | $5K | Hold |
624
| – | – | ﹤0.01% | 266 |
|
|
2018
Q1 | $5K | Hold |
624
| – | – | ﹤0.01% | 294 |
|
|
2017
Q4 | $5K | Buy |
+624
| New | +$5K | ﹤0.01% | 256 |
|
|
2017
Q1 | – | Sell |
-1,605
| Closed | -$12K | – | 346 |
|
|
2016
Q4 | $12K | Hold |
1,605
| – | – | 0.01% | 241 |
|
|
2016
Q3 | $11K | Hold |
1,605
| – | – | ﹤0.01% | 239 |
|
|
2016
Q2 | $9K | Buy |
1,605
+290
| +22% | +$1.63K | ﹤0.01% | 254 |
|
|
2016
Q1 | $8K | Buy |
1,315
+305
| +30% | +$1.86K | ﹤0.01% | 251 |
|
|
2015
Q4 | $8K | Hold |
1,010
| – | – | ﹤0.01% | 265 |
|
|
2015
Q3 | $8K | Buy |
+1,010
| New | +$8K | ﹤0.01% | 261 |
|