Advance Capital I’s U-Haul Holding Co UHAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$324K Buy
10,000
+1,000
+11% +$32.4K 0.66% 65
2016
Q2
$337K Sell
9,000
-6,000
-40% -$225K 0.36% 93
2016
Q1
$536K Buy
+15,000
New +$536K 0.55% 65
2015
Q2
Sell
-32,000
Closed -$1.06M 258
2015
Q1
$1.06M Sell
32,000
-4,000
-11% -$132K 0.65% 52
2014
Q4
$1.02M Buy
+36,000
New +$1.02M 0.54% 85