Claro 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,211
| Closed | -$439K | – | 467 |
|
|
2025
Q1 | $439K | Buy |
32,211
+1,588
| +5% | +$21.6K | 0.06% | 294 |
|
|
2024
Q4 | $359K | Sell |
30,623
-649
| -2% | -$7.61K | 0.05% | 314 |
|
|
2024
Q3 | $318K | Buy |
31,272
+141
| +0.5% | +$1.44K | 0.04% | 363 |
|
|
2024
Q2 | $336K | Buy |
31,131
+1,098
| +4% | +$11.9K | 0.05% | 300 |
|
|
2024
Q1 | $307K | Buy |
30,033
+2,331
| +8% | +$23.8K | 0.05% | 317 |
|
|
2023
Q4 | $239K | Buy |
27,702
+94
| +0.3% | +$809 | 0.05% | 334 |
|
|
2023
Q3 | $234K | Buy |
27,608
+126
| +0.5% | +$1.07K | 0.06% | 318 |
|
|
2023
Q2 | $203K | Sell |
27,482
-630
| -2% | -$4.64K | 0.05% | 347 |
|
|
2023
Q1 | $180K | Buy |
28,112
+890
| +3% | +$5.69K | 0.05% | 327 |
|
|
2022
Q4 | $182K | Buy |
27,222
+1,627
| +6% | +$10.9K | 0.06% | 291 |
|
|
2022
Q3 | $137K | Hold |
25,595
| – | – | 0.05% | 260 |
|
|
2022
Q2 | $137K | Buy |
+25,595
| New | +$137K | 0.05% | 259 |
|