B. Riley Wealth 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
Q2 | – | Sell |
-15,120
| Closed | -$128K | – | 1530 |
|
|
2024
Q1 | $128K | Buy |
+15,120
| New | +$128K | ﹤0.01% | 1332 |
|
|
2023
Q4 | – | Sell |
-15,120
| Closed | -$128K | – | 1467 |
|
|
2023
Q3 | $128K | Buy |
15,120
+4,986
| +49% | +$42.3K | ﹤0.01% | 1332 |
|
|
2023
Q2 | $74.7K | Sell |
10,134
-2,493
| -20% | -$18.4K | ﹤0.01% | 1460 |
|
|
2023
Q1 | $80.7K | Buy |
12,627
+1,736
| +16% | +$11.1K | ﹤0.01% | 1405 |
|
|
2022
Q4 | $72.6K | Buy |
+10,891
| New | +$72.6K | ﹤0.01% | 1391 |
|
|
2016
Q1 | – | Sell |
-20,978
| Closed | -$132K | – | 591 |
|
|
2015
Q4 | $132K | Buy |
20,978
+1,489
| +8% | +$9.37K | 0.03% | 513 |
|
|
2015
Q3 | $119K | Buy |
19,489
+1,624
| +9% | +$9.92K | 0.03% | 502 |
|
|
2015
Q2 | $129K | Sell |
17,865
-3,105
| -15% | -$22.4K | 0.03% | 488 |
|
|
2015
Q1 | $301K | Sell |
20,970
-14,740
| -41% | -$212K | 0.07% | 355 |
|
|
2014
Q4 | $1.06K | Buy |
35,710
+10,380
| +41% | +$307 | 0.02% | 728 |
|
|
2014
Q3 | $142K | Buy |
25,330
+1,500
| +6% | +$8.41K | 0.04% | 547 |
|
|
2014
Q2 | $147K | Buy |
+23,830
| New | +$147K | 0.03% | 570 |
|
|
2014
Q1 | – | Sell |
-8,600
| Closed | -$57K | – | 775 |
|
|
2013
Q4 | $57K | Sell |
8,600
-2,510
| -23% | -$16.6K | 0.02% | 649 |
|
|
2013
Q3 | $71K | Buy |
11,110
+4,465
| +67% | +$28.5K | 0.02% | 604 |
|
|
2013
Q2 | $41K | Buy |
+6,645
| New | +$41K | 0.01% | 675 |
|