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Lenox Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History

Lenox Wealth Advisors’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-925
Closed -$3K – 725
2020
Q1 		$3K Buy
+925
New +$4.41K ﹤0.01% 522
2017
Q4 		– Sell
-384
Closed -$2K – 431
2017
Q3 		$2K Buy
+384
New +$2.42K ﹤0.01% 161
2015
Q4 		– Sell
-1,203
Closed -$7K – 546
2015
Q3 		$7K Hold
1,203
– – ﹤0.01% 217
2015
Q2 		$9K Hold
1,203
– – ﹤0.01% 151
2015
Q1 		$7K Hold
1,203
– – ﹤0.01% 200
2014
Q4 		$7K Hold
1,203
– – ﹤0.01% 199
2014
Q3 		$7K Buy
+1,203
New +$7.02K ﹤0.01% 207

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Bank of America
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AG
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BIP
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