Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $22K | Buy |
3,850
+3
| +0.1% | +$17 | ﹤0.01% | 945 |
|
|
2021
Q2 | $20K | Hold |
3,847
| – | – | ﹤0.01% | 912 |
|
|
2021
Q1 | $20K | Sell |
3,847
-17
| -0.4% | -$88 | ﹤0.01% | 795 |
|
|
2020
Q4 | $17K | Buy |
3,864
+93
| +2% | +$409 | ﹤0.01% | 720 |
|
|
2020
Q3 | $15K | Sell |
3,771
-408
| -10% | -$1.62K | ﹤0.01% | 670 |
|
|
2020
Q2 | $15K | Buy |
4,179
+1,943
| +87% | +$6.97K | ﹤0.01% | 628 |
|
|
2020
Q1 | $7K | Sell |
2,236
-2,765
| -55% | -$8.66K | ﹤0.01% | 784 |
|
|
2019
Q4 | $27K | Buy |
5,001
+30
| +0.6% | +$162 | 0.01% | 455 |
|
|
2019
Q3 | $25K | Buy |
4,971
+3,030
| +156% | +$15.2K | 0.01% | 454 |
|
|
2019
Q2 | $9K | Buy |
1,941
+1,299
| +202% | +$6.02K | ﹤0.01% | 773 |
|
|
2019
Q1 | $3K | Sell |
642
-821
| -56% | -$3.84K | ﹤0.01% | 1012 |
|
|
2018
Q4 | $6K | Buy |
+1,463
| New | +$6K | ﹤0.01% | 636 |
|