Simplicity Solutions’s Mitsubishi UFJ Financial MUFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $512K | Buy |
59,497
+2,253
| +4% | +$19.4K | 0.01% | 659 |
|
|
2023
Q3 | $486K | Sell |
57,244
-135
| -0.2% | -$1.15K | 0.02% | 606 |
|
|
2023
Q2 | $423K | Sell |
57,379
-19,744
| -26% | -$146K | 0.01% | 713 |
|
|
2023
Q1 | $493K | Buy |
77,123
+2,940
| +4% | +$18.8K | 0.01% | 696 |
|
|
2022
Q4 | $495K | Buy |
74,183
+5,389
| +8% | +$35.9K | 0.07% | 343 |
|
|
2022
Q3 | $309K | Buy |
68,794
+37,966
| +123% | +$171K | 0.04% | 449 |
|
|
2022
Q2 | $165K | Buy |
30,828
+20,631
| +202% | +$110K | 0.02% | 596 |
|
|
2022
Q1 | $63K | Buy |
+10,197
| New | +$63K | 0.01% | 620 |
|
|
2020
Q1 | – | Sell |
-35,392
| Closed | -$192K | – | 843 |
|
|
2019
Q4 | $192K | Sell |
35,392
-3,584
| -9% | -$19.4K | 0.01% | 803 |
|
|
2019
Q3 | $198K | Buy |
38,976
+1,414
| +4% | +$7.18K | 0.01% | 688 |
|
|
2019
Q2 | $179K | Buy |
37,562
+19,356
| +106% | +$92.2K | 0.01% | 633 |
|
|
2019
Q1 | $90K | Buy |
+18,206
| New | +$90K | 0.01% | 729 |
|
|
2018
Q4 | – | Sell |
-35,329
| Closed | -$219K | – | 733 |
|
|
2018
Q3 | $219K | Buy |
35,329
+15,086
| +75% | +$93.5K | 0.01% | 499 |
|
|
2018
Q2 | $114K | Buy |
20,243
+8,537
| +73% | +$48.1K | 0.01% | 485 |
|
|
2018
Q1 | $78K | Sell |
11,706
-642
| -5% | -$4.28K | 0.01% | 360 |
|
|
2017
Q4 | $90K | Buy |
+12,348
| New | +$90K | 0.01% | 361 |
|
|
2017
Q3 | – | Sell |
-13,700
| Closed | -$92K | – | 323 |
|
|
2017
Q2 | $92K | Buy |
13,700
+3,616
| +36% | +$24.3K | 0.01% | 401 |
|
|
2017
Q1 | $64K | Buy |
+10,084
| New | +$64K | 0.01% | 394 |
|