WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-196
| Closed | -$1K | – | 1658 |
|
|
2016
Q3 | $1K | Buy |
196
+3
| +2% | +$15 | ﹤0.01% | 1480 |
|
|
2016
Q2 | $1K | Hold |
193
| – | – | ﹤0.01% | 1467 |
|
|
2016
Q1 | $1K | Hold |
193
| – | – | ﹤0.01% | 1431 |
|
|
2015
Q4 | $1K | Buy |
193
+2
| +1% | +$10 | ﹤0.01% | 1471 |
|
|
2015
Q3 | $1K | Buy |
191
+2
| +1% | +$10 | ﹤0.01% | 1503 |
|
|
2015
Q2 | $1K | Hold |
189
| – | – | ﹤0.01% | 1573 |
|
|
2015
Q1 | $1K | Hold |
189
| – | – | ﹤0.01% | 1630 |
|
|
2014
Q4 | $1K | Buy |
189
+2
| +1% | +$11 | ﹤0.01% | 1954 |
|
|
2014
Q3 | $1K | Buy |
187
+2
| +1% | +$11 | ﹤0.01% | 1969 |
|
|
2014
Q2 | $1K | Hold |
185
| – | – | ﹤0.01% | 1895 |
|
|
2014
Q1 | $1K | Sell |
185
-8,260
| -98% | -$44.6K | ﹤0.01% | 1889 |
|
|
2013
Q4 | $56K | Buy |
8,445
+2
| +0% | +$13 | 0.01% | 954 |
|
|
2013
Q3 | $54K | Buy |
8,443
+2
| +0% | +$13 | 0.01% | 901 |
|
|
2013
Q2 | $52K | Buy |
+8,441
| New | +$52K | 0.01% | 871 |
|