WR Wealth Planners’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
Q4 | $1.98K | Hold |
169
| – | – | ﹤0.01% | 859 |
|
|
2024
Q3 | $1.72K | Sell |
169
-108
| -39% | -$1.1K | ﹤0.01% | 925 |
|
|
2024
Q2 | $2.99K | Sell |
277
-124
| -31% | -$1.34K | ﹤0.01% | 805 |
|
|
2024
Q1 | $4.1K | Buy |
+401
| New | +$4.1K | ﹤0.01% | 755 |
|
|
2023
Q4 | – | Sell |
-892
| Closed | -$7.57K | – | 611 |
|
|
2023
Q3 | $7.57K | Sell |
892
-174
| -16% | -$1.48K | ﹤0.01% | 620 |
|
|
2023
Q2 | $7.86K | Buy |
1,066
+124
| +13% | +$914 | ﹤0.01% | 616 |
|
|
2023
Q1 | $6.02K | Buy |
+942
| New | +$6.02K | ﹤0.01% | 654 |
|