WIA
World Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
14,000
-12,968
| -48% | -$196K | ﹤0.01% | 1063 |
|
|
2025
Q1 | $417K | Buy |
26,968
+12,799
| +90% | +$198K | 0.01% | 747 |
|
|
2024
Q4 | $205K | Buy |
14,169
+3,090
| +28% | +$44.8K | 0.01% | 960 |
|
|
2024
Q3 | $140K | Buy |
+11,079
| New | +$140K | ﹤0.01% | 881 |
|