Wealthspire Advisors (Maryland)’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-5,177
| Closed | -$26K | – | 1457 |
|
|
2019
Q1 | $26K | Sell |
5,177
-661
| -11% | -$3.32K | ﹤0.01% | 1171 |
|
|
2018
Q4 | $28K | Sell |
5,838
-1,468
| -20% | -$7.04K | ﹤0.01% | 1086 |
|
|
2018
Q3 | $45K | Buy |
7,306
+1,338
| +22% | +$8.24K | ﹤0.01% | 1008 |
|
|
2018
Q2 | $34K | Buy |
+5,968
| New | +$34K | ﹤0.01% | 1100 |
|
|
2018
Q1 | – | Sell |
-8,665
| Closed | -$63K | – | 2593 |
|
|
2017
Q4 | $63K | Buy |
8,665
+575
| +7% | +$4.18K | 0.01% | 913 |
|
|
2017
Q3 | $52K | Buy |
8,090
+589
| +8% | +$3.79K | 0.01% | 969 |
|
|
2017
Q2 | $51K | Buy |
7,501
+1,848
| +33% | +$12.6K | 0.01% | 946 |
|
|
2017
Q1 | $36K | Buy |
5,653
+4,339
| +330% | +$27.6K | 0.01% | 899 |
|
|
2016
Q4 | $8K | Hold |
1,314
| – | – | ﹤0.01% | 1294 |
|
|
2016
Q3 | $7K | Buy |
1,314
+13
| +1% | +$69 | ﹤0.01% | 1328 |
|
|
2016
Q2 | $6K | Buy |
1,301
+485
| +59% | +$2.24K | ﹤0.01% | 1303 |
|
|
2016
Q1 | $4K | Sell |
816
-717
| -47% | -$3.52K | ﹤0.01% | 1399 |
|
|
2015
Q4 | $10K | Buy |
+1,533
| New | +$10K | ﹤0.01% | 1195 |
|