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ShoreHaven Wealth Partners’s Mitsubishi UFJ Financial MUFG Stock Holding History

ShoreHaven Wealth Partners’s Portfolio MUFG Stock Details MUFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-188
Closed -$1K – 185
2021
Q1 		$1K Hold
188
– – ﹤0.01% 271
2020
Q4 		$1K Buy
+188
New +$799 ﹤0.01% 247

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ShoreHaven Wealth Partners's MUFG Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Mitsubishi UFJ Financial (MUFG) in Q2 2021, closing a stake of 188 shares — an estimated $1K sold.

ShoreHaven Wealth Partners first reported a position in MUFG in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 219 funds tracked by Wall St. Rank hold MUFG as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Mitsubishi UFJ Financial position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 188 Mitsubishi UFJ Financial shares in Q2 2021, an estimated $1K.
  • ShoreHaven Wealth Partners first reported a position in Mitsubishi UFJ Financial in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Mitsubishi UFJ Financial position peaked at $1K in Q1 2021.
  • 219 funds tracked by Wall St. Rank held Mitsubishi UFJ Financial as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.