Glassman Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,809
| Closed | -$24.2K | – | 1212 |
|
|
2023
Q4 | $24.2K | Hold |
2,809
| – | – | ﹤0.01% | 644 |
|
|
2023
Q3 | $23.8K | Hold |
2,809
| – | – | ﹤0.01% | 617 |
|
|
2023
Q2 | $20.7K | Hold |
2,809
| – | – | ﹤0.01% | 611 |
|
|
2023
Q1 | $18K | Hold |
2,809
| – | – | ﹤0.01% | 658 |
|
|
2022
Q4 | $18.7K | Hold |
2,809
| – | – | ﹤0.01% | 678 |
|
|
2022
Q3 | $13K | Hold |
2,809
| – | – | ﹤0.01% | 727 |
|
|
2022
Q2 | $15K | Hold |
2,809
| – | – | ﹤0.01% | 707 |
|
|
2022
Q1 | $17K | Hold |
2,809
| – | – | ﹤0.01% | 699 |
|
|
2021
Q4 | $15K | Hold |
2,809
| – | – | ﹤0.01% | 688 |
|
|
2021
Q3 | $17K | Hold |
2,809
| – | – | ﹤0.01% | 630 |
|
|
2021
Q2 | $15K | Hold |
2,809
| – | – | ﹤0.01% | 653 |
|
|
2021
Q1 | $15K | Sell |
2,809
-159
| -5% | -$849 | ﹤0.01% | 605 |
|
|
2020
Q4 | $13K | Buy |
2,968
+1,147
| +63% | +$5.02K | ﹤0.01% | 649 |
|
|
2020
Q3 | $7K | Buy |
1,821
+1,137
| +166% | +$4.37K | ﹤0.01% | 703 |
|
|
2020
Q2 | $3K | Buy |
684
+372
| +119% | +$1.63K | ﹤0.01% | 772 |
|
|
2020
Q1 | $1K | Buy |
312
+159
| +104% | +$510 | ﹤0.01% | 935 |
|
|
2019
Q4 | $1K | Buy |
+153
| New | +$1K | ﹤0.01% | 980 |
|