Buckingham Strategic Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
Sell
-14,914
Closed -$99K 369
2018
Q1
$99K Sell
14,914
-207
-1% -$1.51K 0.02% 306
2017
Q4
$110K Buy
15,121
+540
+4% +$3.68K 0.02% 310
2017
Q3
$94K Buy
14,581
+228
+2% +$1.44K 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% -$31.7K 0.03% 226
2016
Q3
$101K Hold
19,930
0.03% 221
2016
Q2
$88K Sell
19,930
-5,911
-23% -$28K 0.03% 238
2016
Q1
$119K Buy
25,841
+2,613
+11% +$12.7K 0.04% 226
2015
Q4
$144K Hold
23,228
0.05% 198
2015
Q3
$141K Sell
23,228
-4,158
-15% -$28.1K 0.05% 200
2015
Q2
$198K Hold
27,386
0.06% 211
2015
Q1
$170K Buy
27,386
+343
+1% +$2.04K 0.06% 209
2014
Q4
$150K Buy
27,043
+684
+3% +$3.81K 0.06% 195
2014
Q3
$148K Hold
26,359
0.06% 175
2014
Q2
$162K Buy
26,359
+3,530
+15% +$20K 0.07% 165
2014
Q1
$126K Buy
22,829
+6,787
+42% +$40.5K 0.06% 146
2013
Q4
$107K Buy
16,042
+754
+5% +$4.83K 0.05% 152
2013
Q3
$98K Hold
15,288
0.05% 136
2013
Q2
$95K Buy
+15,288
New +$97.9K 0.05% 129

Other funds holding MUFG