Marietta Investment Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-20,451
| Closed | -$136K | – | 150 |
|
|
2018
Q1 | $136K | Hold |
20,451
| – | – | 0.04% | 131 |
|
|
2017
Q4 | $149K | Hold |
20,451
| – | – | 0.04% | 138 |
|
|
2017
Q3 | $132K | Hold |
20,451
| – | – | 0.04% | 133 |
|
|
2017
Q2 | $138K | Hold |
20,451
| – | – | 0.04% | 130 |
|
|
2017
Q1 | $130K | Sell |
20,451
-10,530
| -34% | -$66.9K | 0.04% | 130 |
|
|
2016
Q4 | $191K | Buy |
+30,981
| New | +$191K | 0.07% | 131 |
|
|
2016
Q1 | – | Sell |
-117,656
| Closed | -$732K | – | 135 |
|
|
2015
Q4 | $732K | Sell |
117,656
-26,680
| -18% | -$166K | 0.3% | 78 |
|
|
2015
Q3 | $938K | Sell |
144,336
-214,920
| -60% | -$1.4M | 0.37% | 62 |
|
|
2015
Q2 | $2.59M | Buy |
+359,256
| New | +$2.59M | 1.01% | 35 |
|