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