RPg Family Wealth Advisory’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-3,598
| Closed | -$22.2K | – | 312 |
|
2016
Q4 | $22.2K | Sell |
3,598
-343
| -9% | -$2.11K | 0.02% | 178 |
|
2016
Q3 | $19.9K | Buy |
3,941
+298
| +8% | +$1.51K | 0.01% | 176 |
|
2016
Q2 | $16.1K | Hold |
3,643
| – | – | 0.01% | 205 |
|
2016
Q1 | $16.7K | Buy |
3,643
+700
| +24% | +$3.21K | 0.01% | 202 |
|
2015
Q4 | $18.3K | Buy |
+2,943
| New | +$18.3K | 0.02% | 152 |
|