MUMSS
Mitsubishi UFJ Morgan Stanley Securities’s Chevron CVX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-370
| Closed | -$66K | – | 64 |
|
|
2022
Q4 | $66K | Sell |
370
-230
| -38% | -$41K | 0.58% | 20 |
|
|
2022
Q3 | $86K | Buy |
600
+440
| +275% | +$63.1K | 1.16% | 13 |
|
|
2022
Q2 | $23K | Hold |
160
| – | – | 0.03% | 63 |
|
|
2022
Q1 | $26K | Sell |
160
-1,385
| -90% | -$225K | 0.02% | 68 |
|
|
2021
Q4 | $181K | Buy |
+1,545
| New | +$181K | 0.09% | 36 |
|
|
2014
Q4 | $50K | Buy |
450
+180
| +67% | +$20K | 0.1% | 52 |
|
|
2014
Q3 | $32K | Sell |
270
-70
| -21% | -$8.3K | 0.09% | 89 |
|
|
2014
Q2 | $44K | Sell |
340
-430
| -56% | -$55.6K | 0.13% | 53 |
|
|
2014
Q1 | $92K | Buy |
770
+230
| +43% | +$27.5K | 0.25% | 26 |
|
|
2013
Q4 | $67K | Hold |
540
| – | – | 0.11% | 40 |
|
|
2013
Q3 | $66K | Buy |
540
+260
| +93% | +$31.8K | 0.11% | 39 |
|
|
2013
Q2 | $33K | Buy |
+280
| New | +$33K | 0.11% | 115 |
|