Next Financial Group’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 | $4K | Buy |
+760
| New | +$4K | ﹤0.01% | 2479 |
|
|
2021
Q3 | – | Sell |
-349
| Closed | -$2K | – | 2791 |
|
|
2021
Q2 | $2K | Buy |
+349
| New | +$2K | ﹤0.01% | 2428 |
|
|
2020
Q2 | – | Sell |
-331
| Closed | -$1K | – | 1415 |
|
|
2020
Q1 | $1K | Buy |
331
+6
| +2% | +$18 | ﹤0.01% | 2028 |
|
|
2019
Q4 | $2K | Sell |
325
-339
| -51% | -$2.09K | ﹤0.01% | 2187 |
|
|
2019
Q3 | $3K | Hold |
664
| – | – | ﹤0.01% | 2025 |
|
|
2019
Q2 | $3K | Hold |
664
| – | – | ﹤0.01% | 2028 |
|
|
2019
Q1 | $3K | Sell |
664
-190
| -22% | -$858 | ﹤0.01% | 1391 |
|
|
2018
Q4 | $4K | Buy |
854
+329
| +63% | +$1.54K | ﹤0.01% | 1609 |
|
|
2018
Q3 | $3K | Buy |
+525
| New | +$3K | ﹤0.01% | 1259 |
|
|
2017
Q4 | – | Sell |
-2,830
| Closed | -$18K | – | 978 |
|
|
2017
Q3 | $18K | Buy |
2,830
+2,594
| +1,099% | +$16.5K | 0.01% | 1011 |
|
|
2017
Q2 | $2K | Hold |
236
| – | – | ﹤0.01% | 1741 |
|
|
2017
Q1 | $1K | Sell |
236
-325
| -58% | -$1.38K | ﹤0.01% | 1807 |
|
|
2016
Q4 | $3K | Hold |
561
| – | – | ﹤0.01% | 2090 |
|
|
2016
Q3 | $3K | Buy |
561
+325
| +138% | +$1.74K | ﹤0.01% | 2078 |
|
|
2016
Q2 | $1K | Hold |
236
| – | – | ﹤0.01% | 1675 |
|
|
2016
Q1 | $1K | Hold |
236
| – | – | ﹤0.01% | 1649 |
|
|
2015
Q4 | $1K | Hold |
236
| – | – | ﹤0.01% | 1699 |
|
|
2015
Q3 | $1K | Buy |
236
+30
| +15% | +$127 | ﹤0.01% | 1731 |
|
|
2015
Q2 | $1K | Hold |
206
| – | – | ﹤0.01% | 1775 |
|
|
2015
Q1 | $1K | Hold |
206
| – | – | ﹤0.01% | 1782 |
|
|
2014
Q4 | $1K | Sell |
206
-1,705
| -89% | -$8.28K | ﹤0.01% | 1819 |
|
|
2014
Q3 | $11K | Buy |
+1,911
| New | +$11K | ﹤0.01% | 1715 |
|