AE Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-28,782
| Closed | -$265K | – | 1681 |
|
|
2023
Q4 | $265K | Sell |
28,782
-5,887
| -17% | -$54.2K | ﹤0.01% | 1771 |
|
|
2023
Q3 | $294K | Buy |
34,669
+590
| +2% | +$5.01K | ﹤0.01% | 1620 |
|
|
2023
Q2 | $251K | Buy |
+34,079
| New | +$251K | ﹤0.01% | 1668 |
|
|
2020
Q1 | – | Sell |
-16,209
| Closed | -$88K | – | 1216 |
|
|
2019
Q4 | $88K | Buy |
16,209
+2,672
| +20% | +$14.5K | ﹤0.01% | 1090 |
|
|
2019
Q3 | $69K | Buy |
13,537
+1,244
| +10% | +$6.34K | ﹤0.01% | 959 |
|
|
2019
Q2 | $58K | Buy |
+12,293
| New | +$58K | ﹤0.01% | 941 |
|
|
2018
Q3 | – | Sell |
-11,710
| Closed | -$66K | – | 609 |
|
|
2018
Q2 | $66K | Sell |
11,710
-167
| -1% | -$941 | ﹤0.01% | 442 |
|
|
2018
Q1 | $79K | Sell |
11,877
-625
| -5% | -$4.16K | 0.01% | 431 |
|
|
2017
Q4 | $91K | Buy |
12,502
+98
| +0.8% | +$713 | 0.01% | 408 |
|
|
2017
Q3 | $80K | Sell |
12,404
-33
| -0.3% | -$213 | 0.01% | 395 |
|
|
2017
Q2 | $84K | Buy |
+12,437
| New | +$84K | 0.01% | 375 |
|