CWA
Cypress Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-27,700
| Closed | -$176K | – | 142 |
|
|
2017
Q1 | $176K | Sell |
27,700
-746
| -3% | -$4.74K | 0.08% | 203 |
|
|
2016
Q4 | $175K | Buy |
28,446
+4,703
| +20% | +$28.9K | 0.08% | 196 |
|
|
2016
Q3 | $120K | Buy |
23,743
+1,082
| +5% | +$5.47K | 0.05% | 197 |
|
|
2016
Q2 | $100K | Buy |
+22,661
| New | +$100K | 0.05% | 182 |
|