Plante Moran Financial Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,819
| Closed | -$9K | – | 841 |
|
|
2019
Q3 | $9K | Buy |
1,819
+1,022
| +128% | +$5.06K | ﹤0.01% | 611 |
|
|
2019
Q2 | $4K | Sell |
797
-155
| -16% | -$778 | ﹤0.01% | 673 |
|
|
2019
Q1 | $5K | Hold |
952
| – | – | ﹤0.01% | 635 |
|
|
2018
Q4 | $5K | Buy |
952
+38
| +4% | +$200 | ﹤0.01% | 599 |
|
|
2018
Q3 | $6K | Buy |
914
+134
| +17% | +$880 | ﹤0.01% | 569 |
|
|
2018
Q2 | $4K | Buy |
+780
| New | +$4K | ﹤0.01% | 655 |
|