KEUDELL/MORRISON WEALTH MANAGEMENT – Sumitomo Mitsui Financial Group, Inc. Transaction History
KEUDELL/MORRISON WEALTH MANAGEMENT portfolio value:
$74,000
portfolio value
KEUDELL/MORRISON WEALTH MANAGEMENT quarter portfolio value change:
-6.78%
quarter
Sumitomo Mitsui Financial Group, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +13.29% | 1.57K shares | 4K | $5.5 | 13.44K |
| Q2 2022 | share | Increase | +8.32% | 911 shares | 1K | $5.9 | 11.86K |
| Q1 2022 | share | Increase | 0.00% | 10.95K shares | 69K | $6.27 | 10.95K |
| Q4 2021 | share | Decrease | -100.00% | -14.78K shares | -104K | $6.77 | 0 |
| Q3 2021 | share | Increase | +26.47% | 3.09K shares | 23K | $7.01 | 14.78K |
| Q2 2021 | share | Increase | 0.00% | 11.69K shares | 81K | $6.89 | 11.69K |
| Q1 2020 | share | Decrease | -100.00% | -10.25K shares | -76K | $4.64 | 0 |
| Q4 2019 | share | 0.00% | 0 shares | 6K | $6.94 | 10.25K | |
| Q3 2019 | share | 0.00% | 0 shares | -1K | $6.4 | 10.25K | |
| Q2 2019 | share | Increase | 0.00% | 10.25K shares | 71K | $6.45 | 10.25K |