Lenox 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $18K | Buy |
4,738
+1,875
| +65% | +$7.12K | 0.01% | 361 |
|
2020
Q1 | $10K | Buy |
2,863
+713
| +33% | +$2.49K | ﹤0.01% | 390 |
|
2019
Q4 | $12K | Sell |
2,150
-76
| -3% | -$424 | ﹤0.01% | 420 |
|
2019
Q3 | $11K | Buy |
2,226
+1,624
| +270% | +$8.03K | ﹤0.01% | 435 |
|
2019
Q2 | $2K | Sell |
602
-369
| -38% | -$1.23K | ﹤0.01% | 601 |
|
2019
Q1 | $5K | Hold |
971
| – | – | ﹤0.01% | 522 |
|
2018
Q4 | $5K | Sell |
971
-1,317
| -58% | -$6.78K | ﹤0.01% | 468 |
|
2018
Q3 | $14K | Buy |
2,288
+2,082
| +1,011% | +$12.7K | ﹤0.01% | 370 |
|
2018
Q2 | $1K | Buy |
+206
| New | +$1K | ﹤0.01% | 542 |
|