Stellar Capital Management’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
Q1 | – | Sell |
-155,793
| Closed | -$846K | – | 77 |
|
2019
Q4 | $846K | Sell |
155,793
-8,103
| -5% | -$44K | 0.49% | 47 |
|
2019
Q3 | $833K | Sell |
163,896
-1,994
| -1% | -$10.1K | 0.54% | 47 |
|
2019
Q2 | $821K | Hold |
165,890
| – | – | 0.54% | 46 |
|
2019
Q1 | $821K | Sell |
165,890
-5,050
| -3% | -$25K | 0.54% | 46 |
|
2018
Q4 | $833K | Sell |
170,940
-3,340
| -2% | -$16.3K | 0.65% | 42 |
|
2018
Q3 | $1.08M | Buy |
174,280
+1,690
| +1% | +$10.5K | 0.69% | 44 |
|
2018
Q2 | $975K | Buy |
172,590
+400
| +0.2% | +$2.26K | 0.64% | 45 |
|
2018
Q1 | $1.14M | Buy |
+172,190
| New | +$1.14M | 0.74% | 44 |
|