Regal Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-29,331
| Closed | -$213K | – | 317 |
|
|
2017
Q4 | $213K | Buy |
29,331
+3,945
| +16% | +$28.6K | 0.05% | 270 |
|
|
2017
Q3 | $163K | Buy |
25,386
+14,039
| +124% | +$90.1K | 0.04% | 269 |
|
|
2017
Q2 | $77K | Buy |
+11,347
| New | +$77K | 0.02% | 256 |
|
|
2014
Q2 | – | Sell |
-347
| Closed | -$2K | – | 935 |
|
|
2014
Q1 | $2K | Hold |
347
| – | – | ﹤0.01% | 825 |
|
|
2013
Q4 | $2K | Buy |
347
+3
| +0.9% | +$17 | ﹤0.01% | 765 |
|
|
2013
Q3 | $2K | Buy |
344
+3
| +0.9% | +$17 | ﹤0.01% | 803 |
|
|
2013
Q2 | $2K | Buy |
+341
| New | +$2K | ﹤0.01% | 799 |
|