Y-Intercept (HK)’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-17,202
| Closed | -$202K | – | 1876 |
|
2024
Q1 | $202K | Buy |
+17,202
| New | +$202K | 0.02% | 1154 |
|
2023
Q3 | – | Sell |
-54,389
| Closed | -$468K | – | 1546 |
|
2023
Q2 | $468K | Sell |
54,389
-377
| -0.7% | -$3.24K | 0.05% | 584 |
|
2023
Q1 | $438K | Buy |
54,766
+1,858
| +4% | +$14.9K | 0.05% | 602 |
|
2022
Q4 | $424K | Buy |
+52,908
| New | +$424K | 0.06% | 496 |
|
2021
Q4 | – | Sell |
-37,621
| Closed | -$264K | – | 858 |
|
2021
Q3 | $264K | Buy |
+37,621
| New | +$264K | 0.05% | 503 |
|
2021
Q1 | – | Sell |
-38,826
| Closed | -$240K | – | 784 |
|
2020
Q4 | $240K | Buy |
+38,826
| New | +$240K | 0.1% | 391 |
|