Buckingham Strategic Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-14,914
| Closed | -$99K | – | 369 |
|
|
2018
Q1 | $99K | Sell |
14,914
-207
| -1% | -$1.37K | 0.02% | 306 |
|
|
2017
Q4 | $110K | Buy |
15,121
+540
| +4% | +$3.93K | 0.02% | 310 |
|
|
2017
Q3 | $94K | Buy |
14,581
+228
| +2% | +$1.47K | 0.02% | 284 |
|
|
2017
Q2 | $97K | Hold |
14,353
| – | – | 0.02% | 292 |
|
|
2017
Q1 | $91K | Hold |
14,353
| – | – | 0.03% | 253 |
|
|
2016
Q4 | $88K | Sell |
14,353
-5,577
| -28% | -$34.2K | 0.03% | 226 |
|
|
2016
Q3 | $101K | Hold |
19,930
| – | – | 0.03% | 221 |
|
|
2016
Q2 | $88K | Sell |
19,930
-5,911
| -23% | -$26.1K | 0.03% | 238 |
|
|
2016
Q1 | $119K | Buy |
25,841
+2,613
| +11% | +$12K | 0.04% | 226 |
|
|
2015
Q4 | $144K | Hold |
23,228
| – | – | 0.05% | 198 |
|
|
2015
Q3 | $141K | Sell |
23,228
-4,158
| -15% | -$25.2K | 0.05% | 200 |
|
|
2015
Q2 | $198K | Hold |
27,386
| – | – | 0.06% | 211 |
|
|
2015
Q1 | $170K | Buy |
27,386
+343
| +1% | +$2.13K | 0.06% | 209 |
|
|
2014
Q4 | $150K | Buy |
27,043
+684
| +3% | +$3.79K | 0.06% | 195 |
|
|
2014
Q3 | $148K | Hold |
26,359
| – | – | 0.06% | 175 |
|
|
2014
Q2 | $162K | Buy |
26,359
+3,530
| +15% | +$21.7K | 0.07% | 165 |
|
|
2014
Q1 | $126K | Buy |
22,829
+6,787
| +42% | +$37.5K | 0.06% | 146 |
|
|
2013
Q4 | $107K | Buy |
16,042
+754
| +5% | +$5.03K | 0.05% | 152 |
|
|
2013
Q3 | $98K | Hold |
15,288
| – | – | 0.05% | 136 |
|
|
2013
Q2 | $95K | Buy |
+15,288
| New | +$95K | 0.05% | 129 |
|