Laurel Wealth Advisors (California)’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
Q2 | – | Sell |
-22,612
| Closed | -$112K | – | 407 |
|
|
2019
Q1 | $112K | Buy |
22,612
+60
| +0.3% | +$297 | 0.03% | 378 |
|
|
2018
Q4 | $109K | Sell |
22,552
-96
| -0.4% | -$464 | 0.03% | 331 |
|
|
2018
Q3 | $140K | Hold |
22,648
| – | – | 0.03% | 378 |
|
|
2018
Q2 | $127K | Buy |
22,648
+116
| +0.5% | +$650 | 0.03% | 373 |
|
|
2018
Q1 | $149K | Buy |
+22,532
| New | +$149K | 0.05% | 338 |
|
|
2017
Q4 | – | Sell |
-22,658
| Closed | -$145K | – | 347 |
|
|
2017
Q3 | $145K | Hold |
22,658
| – | – | 0.05% | 297 |
|
|
2017
Q2 | $152K | Hold |
22,658
| – | – | 0.05% | 285 |
|
|
2017
Q1 | $143K | Hold |
22,658
| – | – | 0.06% | 262 |
|
|
2016
Q4 | $139K | Buy |
+22,658
| New | +$139K | 0.06% | 236 |
|