FDx 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-14,717
| Closed | -$127K | – | 543 |
|
2023
Q4 | $127K | Buy |
14,717
+3,574
| +32% | +$30.8K | 0.01% | 660 |
|
2023
Q3 | $95K | Sell |
11,143
-13,382
| -55% | -$114K | 0.01% | 615 |
|
2023
Q2 | $181K | Buy |
+24,525
| New | +$181K | 0.01% | 722 |
|
2022
Q4 | – | Sell |
-11,634
| Closed | -$52K | – | 779 |
|
2022
Q3 | $52K | Sell |
11,634
-585
| -5% | -$2.62K | ﹤0.01% | 726 |
|
2022
Q2 | $65K | Sell |
12,219
-34,350
| -74% | -$183K | ﹤0.01% | 797 |
|
2022
Q1 | $288K | Sell |
46,569
-2,905
| -6% | -$18K | 0.01% | 683 |
|
2021
Q4 | $270K | Sell |
49,474
-22,882
| -32% | -$125K | 0.01% | 740 |
|
2021
Q3 | $429K | Sell |
72,356
-2,755
| -4% | -$16.3K | 0.01% | 558 |
|
2021
Q2 | $407K | Sell |
75,111
-281
| -0.4% | -$1.52K | 0.01% | 569 |
|
2021
Q1 | $406K | Buy |
75,392
+617
| +0.8% | +$3.32K | 0.02% | 524 |
|
2020
Q4 | $331K | Buy |
74,775
+4,125
| +6% | +$18.3K | 0.01% | 542 |
|
2020
Q3 | $283K | Buy |
70,650
+3,761
| +6% | +$15.1K | 0.01% | 502 |
|
2020
Q2 | $263K | Buy |
66,889
+2,170
| +3% | +$8.53K | 0.01% | 465 |
|
2020
Q1 | $237K | Sell |
64,719
-2,467
| -4% | -$9.03K | 0.02% | 432 |
|
2019
Q4 | $365K | Sell |
67,186
-2,707
| -4% | -$14.7K | 0.02% | 429 |
|
2019
Q3 | $355K | Sell |
69,893
-1,966
| -3% | -$9.99K | 0.02% | 431 |
|
2019
Q2 | $341K | Sell |
71,859
-5,067
| -7% | -$24K | 0.01% | 590 |
|
2019
Q1 | $381K | Buy |
76,926
+6,615
| +9% | +$32.8K | 0.02% | 523 |
|
2018
Q4 | $342K | Sell |
70,311
-88,220
| -56% | -$429K | 0.03% | 385 |
|
2018
Q3 | $981K | Buy |
158,531
+9,290
| +6% | +$57.5K | 0.04% | 347 |
|
2018
Q2 | $843K | Sell |
149,241
-61,127
| -29% | -$345K | 0.03% | 407 |
|
2018
Q1 | $1.4M | Sell |
210,368
-365
| -0.2% | -$2.42K | 0.04% | 399 |
|
2017
Q4 | $1.53M | Buy |
210,733
+11,705
| +6% | +$85.1K | 0.04% | 411 |
|
2017
Q3 | $1.28M | Sell |
199,028
-98,623
| -33% | -$635K | 0.04% | 447 |
|
2017
Q2 | $2.01M | Buy |
297,651
+4,530
| +2% | +$30.6K | 0.06% | 294 |
|
2017
Q1 | $1.86M | Buy |
293,121
+27,711
| +10% | +$176K | 0.06% | 301 |
|
2016
Q4 | $1.64M | Buy |
265,410
+6,871
| +3% | +$42.3K | 0.05% | 343 |
|
2016
Q3 | $1.31M | Buy |
258,539
+118,375
| +84% | +$598K | 0.05% | 307 |
|
2016
Q2 | $621K | Sell |
140,164
-51,490
| -27% | -$228K | 0.03% | 514 |
|
2016
Q1 | $880K | Buy |
191,654
+13,824
| +8% | +$63.5K | 0.04% | 398 |
|
2015
Q4 | $1.11M | Buy |
177,830
+58,613
| +49% | +$365K | 0.05% | 322 |
|
2015
Q3 | $726K | Sell |
119,217
-73,107
| -38% | -$445K | 0.06% | 344 |
|
2015
Q2 | $1.39M | Buy |
192,324
+48,024
| +33% | +$347K | 0.07% | 259 |
|
2015
Q1 | $898K | Buy |
144,300
+36,922
| +34% | +$230K | 0.02% | 645 |
|
2014
Q4 | $594K | Sell |
107,378
-133,511
| -55% | -$739K | 0.04% | 486 |
|
2014
Q3 | $1.35M | Sell |
240,889
-151,988
| -39% | -$852K | 0.09% | 245 |
|
2014
Q2 | $2.42M | Sell |
392,877
-71,604
| -15% | -$440K | 0.16% | 139 |
|
2014
Q1 | $2.57M | Sell |
464,481
-25,643
| -5% | -$142K | 0.21% | 101 |
|
2013
Q4 | $3.27M | Sell |
490,124
-47,723
| -9% | -$319K | 0.33% | 60 |
|
2013
Q3 | $3.45M | Sell |
537,847
-88,057
| -14% | -$565K | 0.41% | 43 |
|
2013
Q2 | $3.89M | Buy |
+625,904
| New | +$3.89M | 0.51% | 28 |
|