Guardian Capital Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Guardian Capital Advisors’s Portfolio MUFG Stock Details MUFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$6.12M	Buy	600,391 +38,080	+7%	+$388K	0.6%	57
2024 Q2	$6.29M	Buy	562,311 +143,775	+34%	+$1.61M	0.67%	53
2024 Q1	$4.05M	Sell	418,536 -32,865	-7%	-$318K	0.44%	64
2023 Q4	$4.01M	Sell	451,401 -71,535	-14%	-$636K	0.42%	64
2023 Q3	$4.38M	Sell	522,936 -6,005	-1%	-$50.3K	0.49%	61
2023 Q2	$4.09M	Buy	528,941 +17,235	+3%	+$133K	0.46%	61
2023 Q1	$3.29M	Sell	511,706 -2,855	-0.6%	-$18.3K	0.38%	68
2022 Q4	$3.79M	Sell	514,561 -8,030	-2%	-$59.2K	0.43%	63
2022 Q3	$2.27M	Buy	522,591 +14,735	+3%	+$64.1K	0.28%	75
2022 Q2	$2.61M	Sell	507,856 -11,480	-2%	-$58.9K	0.3%	70
2022 Q1	$3.11M	Buy	519,336 +4,931	+1%	+$29.5K	0.3%	70
2021 Q4	$3.16M	Sell	514,405 -2,925	-0.6%	-$18K	0.3%	74
2021 Q3	$2.94M	Sell	517,330 -35,920	-6%	-$204K	0.31%	71
2021 Q2	$3M	Sell	553,250 -39,815	-7%	-$216K	0.31%	68
2021 Q1	$3.21M	Sell	593,065 -72,930	-11%	-$394K	0.37%	66
2020 Q4	$2.94M	Buy	665,995 +124,640	+23%	+$550K	0.4%	62
2020 Q3	$2.18M	Sell	541,355 -710	-0.1%	-$2.85K	0.33%	73
2020 Q2	$1.56M	Buy	542,065 +61,100	+13%	+$176K	0.3%	71
2020 Q1	$1.22M	Sell	480,965 -2,400	-0.5%	-$6.07K	0.29%	68
2019 Q4	$2.55M	Buy	483,365 +26,490	+6%	+$140K	0.32%	67
2019 Q3	$2.3M	Buy	456,875 +40,760	+10%	+$205K	0.31%	68
2019 Q2	$1.99M	Buy	416,115 +35,150	+9%	+$168K	0.26%	73
2019 Q1	$1.95M	Buy	380,965 +24,395	+7%	+$125K	0.26%	72
2018 Q4	$1.88M	Sell	356,570 -8,450	-2%	-$44.5K	0.27%	73
2018 Q3	$2.35M	Buy	365,020 +915	+0.3%	+$5.88K	0.32%	70
2018 Q2	$2.08M	Buy	364,105 +24,275	+7%	+$139K	0.28%	79
2018 Q1	$2.26M	Buy	339,830 +27,295	+9%	+$181K	0.32%	74
2017 Q4	$2.5M	Buy	312,535 +39,065	+14%	+$313K	0.33%	74
2017 Q3	$1.78M	Buy	273,470 +40,575	+17%	+$264K	0.24%	82
2017 Q2	$1.51M	Buy	232,895 +67,920	+41%	+$441K	0.22%	88
2017 Q1	$1M	Buy	+164,975	New	+$1M	0.14%	96