TriaGen Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-18,397
| Closed | -$118K | – | 175 |
|
|
2023
Q1 | $118K | Hold |
18,397
| – | – | 0.06% | 157 |
|
|
2022
Q4 | $123K | Hold |
18,397
| – | – | 0.07% | 162 |
|
|
2022
Q3 | $83K | Buy |
18,397
+8,061
| +78% | +$36.4K | 0.05% | 159 |
|
|
2022
Q2 | $55K | Hold |
10,336
| – | – | 0.04% | 150 |
|
|
2022
Q1 | $64K | Hold |
10,336
| – | – | 0.03% | 164 |
|
|
2021
Q4 | $56K | Hold |
10,336
| – | – | 0.03% | 180 |
|
|
2021
Q3 | $61K | Hold |
10,336
| – | – | 0.03% | 176 |
|
|
2021
Q2 | $55K | Buy |
+10,336
| New | +$55K | 0.03% | 185 |
|