Point View Wealth Management’s Mitsubishi UFJ Financial MUFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-14,352
| Closed | -$56K | – | 262 |
|
2020
Q2 | $56K | Hold |
14,352
| – | – | 0.03% | 250 |
|
2020
Q1 | $53K | Hold |
14,352
| – | – | 0.03% | 242 |
|
2019
Q4 | $78K | Hold |
14,352
| – | – | 0.03% | 270 |
|
2019
Q3 | $73K | Hold |
14,352
| – | – | 0.03% | 263 |
|
2019
Q2 | $68K | Hold |
14,352
| – | – | 0.03% | 265 |
|
2019
Q1 | $71K | Hold |
14,352
| – | – | 0.03% | 262 |
|
2018
Q4 | $70K | Hold |
14,352
| – | – | 0.04% | 246 |
|
2018
Q3 | $89K | Hold |
14,352
| – | – | 0.04% | 260 |
|
2018
Q2 | $81K | Hold |
14,352
| – | – | 0.04% | 253 |
|
2018
Q1 | $95K | Hold |
14,352
| – | – | 0.05% | 250 |
|
2017
Q4 | $104K | Sell |
14,352
-9,771
| -41% | -$70.8K | 0.05% | 246 |
|
2017
Q3 | $156K | Sell |
24,123
-1,156
| -5% | -$7.48K | 0.07% | 242 |
|
2017
Q2 | $171K | Sell |
25,279
-1,557
| -6% | -$10.5K | 0.08% | 234 |
|
2017
Q1 | $170K | Sell |
26,836
-8,823
| -25% | -$55.9K | 0.09% | 229 |
|
2016
Q4 | $220K | Sell |
35,659
-3,223
| -8% | -$19.9K | 0.13% | 199 |
|
2016
Q3 | $196K | Sell |
38,882
-3,069
| -7% | -$15.5K | 0.12% | 211 |
|
2016
Q2 | $186K | Hold |
41,951
| – | – | 0.11% | 213 |
|
2016
Q1 | $193K | Hold |
41,951
| – | – | 0.12% | 203 |
|
2015
Q4 | $261K | Hold |
41,951
| – | – | 0.19% | 160 |
|
2015
Q3 | $255K | Hold |
41,951
| – | – | 0.2% | 152 |
|
2015
Q2 | $303K | Hold |
41,951
| – | – | 0.24% | 139 |
|
2015
Q1 | $261K | Hold |
41,951
| – | – | 0.2% | 150 |
|
2014
Q4 | $232K | Sell |
41,951
-938
| -2% | -$5.19K | 0.17% | 156 |
|
2014
Q3 | $241K | Hold |
42,889
| – | – | 0.2% | 153 |
|
2014
Q2 | $264K | Hold |
42,889
| – | – | 0.23% | 145 |
|
2014
Q1 | $238K | Sell |
42,889
-8,580
| -17% | -$47.6K | 0.22% | 146 |
|
2013
Q4 | $344K | Buy |
+51,469
| New | +$344K | 0.33% | 107 |
|