Vanguard Capital Wealth Advisors’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-10,450
| Closed | -$113K | – | 144 |
|
2024
Q2 | $113K | Sell |
10,450
-3,550
| -25% | -$38.3K | 0.08% | 128 |
|
2024
Q1 | $143K | Sell |
14,000
-1,500
| -10% | -$15.3K | 0.1% | 137 |
|
2023
Q4 | $133K | Buy |
+15,500
| New | +$133K | 0.11% | 130 |
|
2022
Q3 | – | Sell |
-31,355
| Closed | -$167K | – | 123 |
|
2022
Q2 | $167K | Sell |
31,355
-3,546
| -10% | -$18.9K | 0.19% | 103 |
|
2022
Q1 | $216K | Sell |
34,901
-643
| -2% | -$3.98K | 0.15% | 125 |
|
2021
Q4 | $194K | Sell |
35,544
-5,282
| -13% | -$28.8K | 0.14% | 131 |
|
2021
Q3 | $241 | Buy |
+40,826
| New | +$241 | 0.16% | 119 |
|