First Allied Advisory Services’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-13,423
| Closed | -$92K | – | 1203 |
|
|
2018
Q1 | $92K | Buy |
13,423
+908
| +7% | +$6.22K | ﹤0.01% | 1133 |
|
|
2017
Q4 | $91K | Buy |
+12,515
| New | +$91K | ﹤0.01% | 1214 |
|
|
2017
Q2 | – | Sell |
-12,174
| Closed | -$76K | – | 1175 |
|
|
2017
Q1 | $76K | Sell |
12,174
-395
| -3% | -$2.47K | ﹤0.01% | 1072 |
|
|
2016
Q4 | $77K | Buy |
+12,569
| New | +$77K | ﹤0.01% | 1074 |
|
|
2016
Q3 | – | Sell |
-18,795
| Closed | -$84K | – | 1075 |
|
|
2016
Q2 | $84K | Sell |
18,795
-8,248
| -30% | -$36.9K | ﹤0.01% | 1008 |
|
|
2016
Q1 | $124K | Sell |
27,043
-3,809
| -12% | -$17.5K | 0.01% | 952 |
|
|
2015
Q4 | $188K | Buy |
30,852
+1,024
| +3% | +$6.24K | 0.01% | 992 |
|
|
2015
Q3 | $181K | Buy |
29,828
+1,081
| +4% | +$6.56K | 0.01% | 938 |
|
|
2015
Q2 | $207K | Buy |
28,747
+4,251
| +17% | +$30.6K | 0.01% | 1006 |
|
|
2015
Q1 | $151K | Buy |
24,496
+368
| +2% | +$2.27K | 0.01% | 1003 |
|
|
2014
Q4 | $133K | Buy |
24,128
+697
| +3% | +$3.84K | 0.01% | 978 |
|
|
2014
Q3 | $131K | Buy |
23,431
+12,127
| +107% | +$67.8K | 0.01% | 968 |
|
|
2014
Q2 | $71K | Buy |
+11,304
| New | +$71K | 0.01% | 957 |
|
|
2014
Q1 | – | Sell |
-10,010
| Closed | -$65K | – | 1040 |
|
|
2013
Q4 | $65K | Buy |
+10,010
| New | +$65K | 0.01% | 921 |
|