Liberty 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,054
| Closed | -$6K | – | 757 |
|
|
2021
Q3 | $6K | Buy |
1,054
+529
| +101% | +$3.01K | ﹤0.01% | 920 |
|
|
2021
Q2 | $3K | Buy |
+525
| New | +$3K | ﹤0.01% | 872 |
|
|
2021
Q1 | – | Sell |
-400
| Closed | -$1K | – | 1014 |
|
|
2020
Q4 | $1K | Buy |
400
+151
| +61% | +$378 | ﹤0.01% | 885 |
|
|
2020
Q3 | $1K | Hold |
249
| – | – | ﹤0.01% | 820 |
|
|
2020
Q2 | $1K | Sell |
249
-704
| -74% | -$2.83K | ﹤0.01% | 803 |
|
|
2020
Q1 | $3K | Sell |
953
-808
| -46% | -$2.54K | ﹤0.01% | 682 |
|
|
2019
Q4 | $10K | Sell |
1,761
-106
| -6% | -$602 | 0.01% | 541 |
|
|
2019
Q3 | $9K | Buy |
1,867
+576
| +45% | +$2.78K | 0.01% | 540 |
|
|
2019
Q2 | $6K | Buy |
1,291
+1
| +0.1% | +$5 | 0.01% | 633 |
|
|
2019
Q1 | $6K | Buy |
1,290
+1,156
| +863% | +$5.38K | ﹤0.01% | 518 |
|
|
2018
Q4 | $0 | Buy |
+134
| New | – | ﹤0.01% | 784 |
|