Curated Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,585
| Closed | -$63K | – | 152 |
|
|
2022
Q1 | $63K | Hold |
11,585
| – | – | 0.02% | 138 |
|
|
2021
Q4 | $63K | Hold |
11,585
| – | – | 0.02% | 142 |
|
|
2021
Q3 | $69K | Hold |
11,585
| – | – | 0.04% | 143 |
|
|
2021
Q2 | $63K | Hold |
11,585
| – | – | 0.03% | 147 |
|
|
2021
Q1 | $62K | Sell |
11,585
-17,414
| -60% | -$93.2K | 0.04% | 137 |
|
|
2020
Q4 | $128K | Buy |
+28,999
| New | +$128K | 0.08% | 133 |
|