FineMark National Bank & Trust’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-587
| Closed | -$4K | – | 764 |
|
|
2016
Q4 | $4K | Hold |
587
| – | – | ﹤0.01% | 1089 |
|
|
2016
Q3 | $3K | Buy |
587
+440
| +299% | +$2.25K | ﹤0.01% | 1122 |
|
|
2016
Q2 | $1K | Hold |
147
| – | – | ﹤0.01% | 1309 |
|
|
2016
Q1 | $1K | Sell |
147
-366
| -71% | -$2.49K | ﹤0.01% | 1235 |
|
|
2015
Q4 | $3K | Sell |
513
-206
| -29% | -$1.21K | ﹤0.01% | 1114 |
|
|
2015
Q3 | $4K | Buy |
719
+206
| +40% | +$1.15K | ﹤0.01% | 1124 |
|
|
2015
Q2 | $4K | Hold |
513
| – | – | ﹤0.01% | 1148 |
|
|
2015
Q1 | $3K | Buy |
513
+171
| +50% | +$1K | ﹤0.01% | 1195 |
|
|
2014
Q4 | $2K | Hold |
342
| – | – | ﹤0.01% | 1275 |
|
|
2014
Q3 | $2K | Hold |
342
| – | – | ﹤0.01% | 1262 |
|
|
2014
Q2 | $2K | Hold |
342
| – | – | ﹤0.01% | 1291 |
|
|
2014
Q1 | $2K | Hold |
342
| – | – | ﹤0.01% | 1291 |
|
|
2013
Q4 | $2K | Sell |
342
-351
| -51% | -$2.05K | ﹤0.01% | 1314 |
|
|
2013
Q3 | $4K | Sell |
693
-46
| -6% | -$266 | ﹤0.01% | 1150 |
|
|
2013
Q2 | $5K | Buy |
+739
| New | +$5K | ﹤0.01% | 1102 |
|