LWA
Lenox Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-925
| Closed | -$3K | – | 725 |
|
|
2020
Q1 | $3K | Buy |
+925
| New | +$3K | ﹤0.01% | 522 |
|
|
2017
Q4 | – | Sell |
-384
| Closed | -$2K | – | 431 |
|
|
2017
Q3 | $2K | Buy |
+384
| New | +$2K | ﹤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 | +$7K | ﹤0.01% | 207 |
|