AE Wealth Management’s U-Haul Holding Co Series N UHAL.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,278
| Closed | -$317K | – | 1327 |
|
|
2024
Q2 | $317K | Buy |
+5,278
| New | +$317K | ﹤0.01% | 1014 |
|
|
2024
Q1 | – | Sell |
-5,710
| Closed | -$373K | – | 1930 |
|
|
2023
Q4 | $373K | Sell |
5,710
-698
| -11% | -$45.6K | ﹤0.01% | 1599 |
|
|
2023
Q3 | $336K | Sell |
6,408
-27
| -0.4% | -$1.42K | ﹤0.01% | 1561 |
|
|
2023
Q2 | $326K | Hold |
6,435
| – | – | ﹤0.01% | 1579 |
|
|
2023
Q1 | $334K | Sell |
6,435
-45
| -0.7% | -$2.33K | ﹤0.01% | 1497 |
|
|
2022
Q4 | $356K | Buy |
+6,480
| New | +$356K | ﹤0.01% | 1432 |
|