ALPS Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,580
| Closed | -$405K | – | 967 |
|
|
2021
Q4 | $405K | Buy |
5,580
+70
| +1% | +$5.08K | ﹤0.01% | 644 |
|
|
2021
Q3 | $356K | Buy |
+5,510
| New | +$356K | ﹤0.01% | 698 |
|
|
2016
Q1 | – | Sell |
-12,150
| Closed | -$473K | – | 756 |
|
|
2015
Q4 | $473K | Sell |
12,150
-1,000
| -8% | -$38.9K | ﹤0.01% | 504 |
|
|
2015
Q3 | $5.17K | Sell |
13,150
-3,140
| -19% | -$1.24K | 0.01% | 311 |
|
|
2015
Q2 | $533K | Buy |
16,290
+260
| +2% | +$8.51K | ﹤0.01% | 434 |
|
|
2015
Q1 | $530K | Sell |
16,030
-3,580
| -18% | -$118K | ﹤0.01% | 388 |
|
|
2014
Q4 | $557K | Sell |
19,610
-2,680
| -12% | -$76.1K | ﹤0.01% | 368 |
|
|
2014
Q3 | $584K | Sell |
22,290
-2,050
| -8% | -$53.7K | ﹤0.01% | 361 |
|
|
2014
Q2 | $708K | Buy |
24,340
+680
| +3% | +$19.8K | 0.01% | 202 |
|
|
2014
Q1 | $549K | Sell |
23,660
-2,380
| -9% | -$55.2K | 0.01% | 509 |
|
|
2013
Q4 | $580K | Buy |
26,040
+12,600
| +94% | +$281K | 0.01% | 228 |
|
|
2013
Q3 | $247K | Buy |
+13,440
| New | +$247K | ﹤0.01% | 488 |
|