Arete Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,235
| Closed | -$206K | – | 811 |
|
|
2024
Q4 | $206K | Buy |
+3,235
| New | +$206K | 0.01% | 698 |
|
|
2024
Q1 | – | Sell |
-3,235
| Closed | -$228K | – | 713 |
|
|
2023
Q4 | $228K | Sell |
3,235
-680
| -17% | -$47.9K | 0.02% | 630 |
|
|
2023
Q3 | $205K | Buy |
+3,915
| New | +$205K | 0.04% | 433 |
|