Institute for Wealth Management’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	-119,576	Closed	-$795K	–	223
2018 Q1	$795K	Buy	119,576 +66,901	+127%	+$445K	0.23%	152
2017 Q4	$389K	Buy	52,675 +19,715	+60%	+$146K	0.09%	261
2017 Q3	$212K	Buy	+32,960	New	+$212K	0.07%	243