Boston 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-21,750
| Closed | -$804K | – | 667 |
|
2016
Q4 | $804K | Sell |
21,750
-1,500
| -6% | -$55.4K | 0.02% | 388 |
|
2016
Q3 | $754K | Sell |
23,250
-2,150
| -8% | -$69.7K | 0.02% | 410 |
|
2016
Q2 | $951K | Hold |
25,400
| – | – | 0.02% | 353 |
|
2016
Q1 | $908K | Buy |
25,400
+800
| +3% | +$28.6K | 0.02% | 339 |
|
2015
Q4 | $958K | Buy |
24,600
+5,800
| +31% | +$226K | 0.02% | 330 |
|
2015
Q3 | $740K | Sell |
18,800
-300
| -2% | -$11.8K | 0.03% | 432 |
|
2015
Q2 | $624K | Buy |
19,100
+500
| +3% | +$16.3K | 0.03% | 409 |
|
2015
Q1 | $615K | Buy |
+18,600
| New | +$615K | 0.02% | 412 |
|