MUMSS
Mitsubishi UFJ Morgan Stanley Securities’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10
| Closed | -$1K | – | 163 |
|
|
2022
Q4 | $1K | Sell |
10
-10
| -50% | -$1K | 0.01% | 195 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | 0.01% | 168 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 171 |
|
|
2022
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 168 |
|
|
2014
Q4 | $17K | Buy |
+560
| New | +$17K | 0.03% | 161 |
|
|
2014
Q2 | – | Sell |
-270
| Closed | -$7K | – | 286 |
|
|
2014
Q1 | $7K | Buy |
+270
| New | +$7K | 0.02% | 227 |
|
|
2013
Q4 | – | Sell |
-3,320
| Closed | -$70K | – | 275 |
|
|
2013
Q3 | $70K | Buy |
3,320
+2,500
| +305% | +$52.7K | 0.11% | 36 |
|
|
2013
Q2 | $17K | Buy |
+820
| New | +$17K | 0.06% | 149 |
|