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Dougherty Wealth Advisers’s Mitsubishi UFJ Financial MUFG Stock Holding History

Dougherty Wealth Advisers’s Portfolio MUFG Stock Details MUFG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,926
Closed -$14K – 205
2019
Q2 		$14K Hold
2,926
– – 0.04% 193
2019
Q1 		$14K Hold
2,926
– – 0.05% 165
2018
Q4 		$15K Buy
+2,926
New +$15K 0.05% 170