Squar Milner Financial Services’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,087
| Closed | -$29K | – | 531 |
|
|
2020
Q1 | $29K | Hold |
8,087
| – | – | 0.02% | 414 |
|
|
2019
Q4 | $43K | Buy |
+8,087
| New | +$43K | 0.02% | 423 |
|
|
2019
Q3 | – | Sell |
-5,616
| Closed | -$27K | – | 531 |
|
|
2019
Q2 | $27K | Hold |
5,616
| – | – | 0.02% | 419 |
|
|
2019
Q1 | $27K | Hold |
5,616
| – | – | 0.02% | 394 |
|
|
2018
Q4 | $27K | Buy |
5,616
+424
| +8% | +$2.04K | 0.03% | 359 |
|
|
2018
Q3 | $32K | Buy |
5,192
+1,020
| +24% | +$6.29K | 0.03% | 357 |
|
|
2018
Q2 | $24K | Buy |
+4,172
| New | +$24K | 0.02% | 452 |
|