Arkadios Wealth 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 |
-3,450
| Closed | -$251K | – | 626 |
|
|
2021
Q4 | $251K | Buy |
3,450
+990
| +40% | +$72K | 0.03% | 478 |
|
|
2021
Q3 | $159K | Buy |
2,460
+1,390
| +130% | +$89.8K | 0.02% | 567 |
|
|
2021
Q2 | $63K | Buy |
1,070
+990
| +1,238% | +$58.3K | 0.01% | 853 |
|
|
2021
Q1 | $4K | Hold |
80
| – | – | ﹤0.01% | 1431 |
|
|
2020
Q4 | $3K | Sell |
80
-820
| -91% | -$30.8K | ﹤0.01% | 1222 |
|
|
2020
Q3 | $32.3K | Sell |
900
-20
| -2% | -$717 | 0.02% | 495 |
|
|
2020
Q2 | $27.9K | Buy |
920
+620
| +207% | +$18.8K | 0.02% | 481 |
|
|
2020
Q1 | $8.72K | Hold |
300
| – | – | 0.01% | 668 |
|
|
2019
Q4 | $10.4K | Buy |
+300
| New | +$10.4K | 0.01% | 585 |
|