Baldwin Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-14,861
| Closed | -$126K | – | 764 |
|
|
2023
Q3 | $126K | Hold |
14,861
| – | – | 0.01% | 272 |
|
|
2023
Q2 | $110K | Buy |
14,861
+104
| +0.7% | +$766 | 0.01% | 309 |
|
|
2023
Q1 | $94.3K | Sell |
14,757
-280
| -2% | -$1.79K | 0.01% | 330 |
|
|
2022
Q4 | $100K | Hold |
15,037
| – | – | 0.01% | 318 |
|
|
2022
Q3 | $68K | Hold |
15,037
| – | – | 0.01% | 285 |
|
|
2022
Q2 | $80K | Sell |
15,037
-515
| -3% | -$2.74K | 0.01% | 275 |
|
|
2022
Q1 | $96K | Sell |
15,552
-375
| -2% | -$2.32K | 0.01% | 277 |
|
|
2021
Q4 | $87K | Hold |
15,927
| – | – | 0.01% | 288 |
|
|
2021
Q3 | $94K | Buy |
15,927
+910
| +6% | +$5.37K | 0.01% | 269 |
|
|
2021
Q2 | $81K | Sell |
15,017
-346
| -2% | -$1.87K | 0.01% | 297 |
|
|
2021
Q1 | $83K | Buy |
15,363
+833
| +6% | +$4.5K | 0.01% | 280 |
|
|
2020
Q4 | $64K | Hold |
14,530
| – | – | 0.01% | 293 |
|
|
2020
Q3 | $58K | Hold |
14,530
| – | – | 0.01% | 279 |
|
|
2020
Q2 | $57K | Hold |
14,530
| – | – | 0.01% | 280 |
|
|
2020
Q1 | $53K | Buy |
14,530
+900
| +7% | +$3.28K | 0.01% | 267 |
|
|
2019
Q4 | $74K | Hold |
13,630
| – | – | 0.01% | 269 |
|
|
2019
Q3 | $69K | Buy |
+13,630
| New | +$69K | 0.01% | 269 |
|