Pasadena Private Wealth’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-29,908
| Closed | -$160K | – | 102 |
|
2022
Q2 | $160K | Buy |
29,908
+1,828
| +7% | +$9.78K | 0.05% | 79 |
|
2022
Q1 | $174K | Sell |
28,080
-10,147
| -27% | -$62.9K | 0.06% | 90 |
|
2021
Q4 | $209K | Sell |
38,227
-618
| -2% | -$3.38K | 0.07% | 102 |
|
2021
Q3 | $230K | Buy |
38,845
+733
| +2% | +$4.34K | 0.08% | 72 |
|
2021
Q2 | $207K | Buy |
38,112
+5,264
| +16% | +$28.6K | 0.07% | 75 |
|
2021
Q1 | $177K | Sell |
32,848
-9,460
| -22% | -$51K | 0.06% | 75 |
|
2020
Q4 | $187K | Buy |
+42,308
| New | +$187K | 0.07% | 71 |
|