Patriot Financial Group Insurance Agency’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 |
-5,685
| Closed | -$30K | – | 1372 |
|
|
2022
Q2 | $30K | Sell |
5,685
-665
| -10% | -$3.51K | 0.01% | 891 |
|
|
2022
Q1 | $39K | Sell |
6,350
-4
| -0.1% | -$25 | 0.01% | 854 |
|
|
2021
Q4 | $35K | Sell |
6,354
-176
| -3% | -$969 | 0.01% | 1003 |
|
|
2021
Q3 | $39K | Buy |
6,530
+841
| +15% | +$5.02K | 0.01% | 954 |
|
|
2021
Q2 | $31K | Hold |
5,689
| – | – | 0.01% | 1014 |
|
|
2021
Q1 | $31K | Buy |
5,689
+632
| +12% | +$3.44K | 0.01% | 945 |
|
|
2020
Q4 | $22K | Hold |
5,057
| – | – | 0.01% | 942 |
|
|
2020
Q3 | $20K | Hold |
5,057
| – | – | 0.01% | 796 |
|
|
2020
Q2 | $20K | Buy |
5,057
+669
| +15% | +$2.65K | 0.01% | 745 |
|
|
2020
Q1 | $16K | Buy |
+4,388
| New | +$16K | 0.01% | 718 |
|