SIA
Schechter Investment Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.09M | Sell |
80,105
-24,779
| -24% | -$338K | 0.09% | 218 |
|
|
2024
Q4 | $1.23M | Sell |
104,884
-5,067
| -5% | -$59.4K | 0.09% | 201 |
|
|
2024
Q3 | $1.12M | Sell |
109,951
-202
| -0.2% | -$2.06K | 0.08% | 230 |
|
|
2024
Q2 | $1.19M | Sell |
110,153
-17,739
| -14% | -$192K | 0.09% | 203 |
|
|
2024
Q1 | $1.31M | Sell |
127,892
-11,065
| -8% | -$113K | 0.1% | 192 |
|
|
2023
Q4 | $1.2M | Sell |
138,957
-14,218
| -9% | -$122K | 0.1% | 197 |
|
|
2023
Q3 | $1.3M | Sell |
153,175
-23,461
| -13% | -$199K | 0.13% | 175 |
|
|
2023
Q2 | $1.3M | Sell |
176,636
-9,103
| -5% | -$67.1K | 0.12% | 197 |
|
|
2023
Q1 | $1.19M | Buy |
185,739
+3,480
| +2% | +$22.2K | 0.11% | 214 |
|
|
2022
Q4 | $1.22M | Sell |
182,259
-20,722
| -10% | -$138K | 0.11% | 228 |
|
|
2022
Q3 | $914K | Sell |
202,981
-4,154
| -2% | -$18.7K | 0.09% | 311 |
|
|
2022
Q2 | $1.11M | Sell |
207,135
-9,311
| -4% | -$49.7K | 0.11% | 250 |
|
|
2022
Q1 | $1.34M | Sell |
216,446
-2,032
| -0.9% | -$12.6K | 0.12% | 204 |
|
|
2021
Q4 | $1.19M | Buy |
+218,478
| New | +$1.19M | 0.11% | 245 |
|