Kalos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-57,471
| Closed | -$291K | – | 213 |
|
|
2019
Q3 | $291K | Buy |
+57,471
| New | +$291K | 0.12% | 146 |
|
|
2016
Q3 | – | Sell |
-10,164
| Closed | -$45K | – | 149 |
|
|
2016
Q2 | $45K | Hold |
10,164
| – | – | 0.03% | 150 |
|
|
2016
Q1 | $63K | Hold |
10,164
| – | – | 0.05% | 136 |
|
|
2015
Q4 | $63K | Buy |
+10,164
| New | +$63K | 0.05% | 200 |
|