Clearstead 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 |
-147
| Closed | -$2K | – | 2825 |
|
|
2025
Q1 | $2K | Buy |
147
+73
| +99% | +$995 | ﹤0.01% | 1898 |
|
|
2024
Q4 | $868 | Sell |
74
-8,207
| -99% | -$96.3K | ﹤0.01% | 1934 |
|
|
2024
Q3 | $84.3K | Hold |
8,281
| – | – | ﹤0.01% | 1065 |
|
|
2024
Q2 | $89.4K | Buy |
+8,281
| New | +$89.4K | ﹤0.01% | 1020 |
|
|
2021
Q4 | – | Sell |
-3,132
| Closed | -$19K | – | 1376 |
|
|
2021
Q3 | $19K | Buy |
+3,132
| New | +$19K | ﹤0.01% | 830 |
|