Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $43K | Buy |
670
+180
| +37% | +$11.6K | 0.01% | 735 |
|
|
2021
Q2 | $28K | Hold |
490
| – | – | ﹤0.01% | 788 |
|
|
2021
Q1 | $30K | Hold |
490
| – | – | 0.01% | 661 |
|
|
2020
Q4 | $22K | Buy |
490
+30
| +7% | +$1.35K | 0.01% | 646 |
|
|
2020
Q3 | $16K | Sell |
460
-30
| -6% | -$1.04K | ﹤0.01% | 660 |
|
|
2020
Q2 | $14K | Buy |
490
+140
| +40% | +$4K | ﹤0.01% | 661 |
|
|
2020
Q1 | $10K | Buy |
+350
| New | +$10K | ﹤0.01% | 675 |
|