HHM Wealth Advisors’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
Q2 | – | Sell |
-1,995
| Closed | -$20.4K | – | 837 |
|
|
2024
Q1 | $20.4K | Hold |
1,995
| – | – | ﹤0.01% | 407 |
|
|
2023
Q4 | $17.2K | Hold |
1,995
| – | – | ﹤0.01% | 428 |
|
|
2023
Q3 | $16.9K | Sell |
1,995
-490
| -20% | -$4.16K | ﹤0.01% | 428 |
|
|
2023
Q2 | $18.3K | Sell |
2,485
-343
| -12% | -$2.53K | ﹤0.01% | 428 |
|
|
2023
Q1 | $18.1K | Buy |
2,828
+382
| +16% | +$2.44K | ﹤0.01% | 430 |
|
|
2022
Q4 | $16.3K | Buy |
2,446
+280
| +13% | +$1.87K | ﹤0.01% | 387 |
|
|
2022
Q3 | $10K | Hold |
2,166
| – | – | ﹤0.01% | 440 |
|
|
2022
Q2 | $0 | Buy |
+2,166
| New | – | ﹤0.01% | 822 |
|