BerganKDV 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
2023
Q2
Sell
-27
Closed -$1.4K 1072
2023
Q1
$1.4K Hold
27
﹤0.01% 873
2022
Q4
$1.48K Buy
+27
New +$1.48K ﹤0.01% 836