Miles Capital’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
Q1 | $98K | Buy |
26,751
+399
| +2% | +$1.46K | 0.11% | 126 |
|
|
2019
Q4 | $143K | Sell |
26,352
-437
| -2% | -$2.37K | 0.11% | 182 |
|
|
2019
Q3 | $136K | Hold |
26,789
| – | – | 0.11% | 174 |
|
|
2019
Q2 | $127K | Sell |
26,789
-2,044
| -7% | -$9.69K | 0.1% | 177 |
|
|
2019
Q1 | $143K | Buy |
28,833
+407
| +1% | +$2.02K | 0.12% | 160 |
|
|
2018
Q4 | $138K | Buy |
28,426
+1,715
| +6% | +$8.33K | 0.14% | 146 |
|
|
2018
Q3 | $165K | Sell |
26,711
-21,407
| -44% | -$132K | 0.13% | 179 |
|
|
2018
Q2 | $272K | Sell |
48,118
-264
| -0.5% | -$1.49K | 0.17% | 127 |
|
|
2018
Q1 | $321K | Buy |
48,382
+4,802
| +11% | +$31.9K | 0.18% | 103 |
|
|
2017
Q4 | $317K | Hold |
43,580
| – | – | 0.18% | 91 |
|
|
2017
Q3 | $281K | Hold |
43,580
| – | – | 0.16% | 105 |
|
|
2017
Q2 | $294K | Hold |
43,580
| – | – | 0.16% | 111 |
|
|
2017
Q1 | $276K | Hold |
43,580
| – | – | 0.15% | 113 |
|
|
2016
Q4 | $268K | Buy |
43,580
+7,970
| +22% | +$49K | 0.16% | 98 |
|
|
2016
Q3 | $180K | Buy |
35,610
+8,613
| +32% | +$43.5K | 0.12% | 136 |
|
|
2016
Q2 | $120K | Buy |
+26,997
| New | +$120K | 0.08% | 182 |
|
|
2016
Q1 | – | Sell |
-12,343
| Closed | -$77K | – | 167 |
|
|
2015
Q4 | $77K | Buy |
12,343
+1,001
| +9% | +$6.25K | 0.05% | 158 |
|
|
2015
Q3 | $69K | Hold |
11,342
| – | – | 0.05% | 157 |
|
|
2015
Q2 | $82K | Hold |
11,342
| – | – | 0.05% | 157 |
|
|
2015
Q1 | $71K | Hold |
11,342
| – | – | 0.04% | 154 |
|
|
2014
Q4 | $63K | Hold |
11,342
| – | – | 0.03% | 132 |
|
|
2014
Q3 | $64K | Hold |
11,342
| – | – | 0.03% | 115 |
|
|
2014
Q2 | $70K | Buy |
+11,342
| New | +$70K | 0.04% | 113 |
|