Winfield Associates’s Mitsubishi UFJ Financial MUFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-4,255
| Closed | -$31K | – | 446 |
|
|
2017
Q4 | $31K | Hold |
4,255
| – | – | 0.02% | 238 |
|
|
2017
Q3 | $27K | Sell |
4,255
-80
| -2% | -$508 | 0.01% | 250 |
|
|
2017
Q2 | $29K | Hold |
4,335
| – | – | 0.02% | 238 |
|
|
2017
Q1 | $27K | Hold |
4,335
| – | – | 0.02% | 230 |
|
|
2016
Q4 | $27K | Buy |
4,335
+500
| +13% | +$3.11K | 0.02% | 231 |
|
|
2016
Q3 | $19K | Hold |
3,835
| – | – | 0.01% | 259 |
|
|
2016
Q2 | $17K | Buy |
3,835
+55
| +1% | +$244 | 0.01% | 265 |
|
|
2016
Q1 | $17K | Buy |
+3,780
| New | +$17K | 0.01% | 253 |
|