Alera Investment Advisors’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
Q3
Sell
-15,925
Closed -$172K 305
2024
Q2
$172K Buy
+15,925
New +$172K 0.02% 265
2019
Q2
Sell
-2,747
Closed -$14K 665
2019
Q1
$14K Buy
2,747
+474
+21% +$2.42K 0.01% 388
2018
Q4
$11K Buy
+2,273
New +$11K 0.01% 412