Winfield Associates’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
Q1 | – | Sell |
-2,095
| Closed | -$19K | – | 562 |
|
|
2017
Q4 | $19K | Buy |
2,095
+135
| +7% | +$1.22K | 0.01% | 320 |
|
|
2017
Q3 | $15K | Sell |
1,960
-190
| -9% | -$1.45K | 0.01% | 345 |
|
|
2017
Q2 | $17K | Buy |
2,150
+150
| +8% | +$1.19K | 0.01% | 320 |
|
|
2017
Q1 | $15K | Sell |
2,000
-240
| -11% | -$1.8K | 0.01% | 320 |
|
|
2016
Q4 | $17K | Buy |
2,240
+320
| +17% | +$2.43K | 0.01% | 286 |
|
|
2016
Q3 | $13K | Hold |
1,920
| – | – | 0.01% | 314 |
|
|
2016
Q2 | $11K | Hold |
1,920
| – | – | 0.01% | 318 |
|
|
2016
Q1 | $12K | Buy |
+1,920
| New | +$12K | 0.01% | 298 |
|