Hazlett, Burt & Watson’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-405
| Closed | -$6K | – | 829 |
|
2025
Q1 | $6K | Hold |
405
| – | – | ﹤0.01% | 637 |
|
2024
Q4 | $5K | Buy |
405
+5
| +1% | +$62 | ﹤0.01% | 621 |
|
2024
Q3 | $4K | Buy |
400
+3
| +0.8% | +$30 | ﹤0.01% | 625 |
|
2024
Q2 | $4K | Hold |
397
| – | – | ﹤0.01% | 611 |
|
2024
Q1 | $4K | Hold |
397
| – | – | ﹤0.01% | 602 |
|
2023
Q4 | $3K | Buy |
397
+5
| +1% | +$38 | ﹤0.01% | 599 |
|
2023
Q3 | $3K | Buy |
+392
| New | +$3K | ﹤0.01% | 617 |
|