Camelot Portfolios’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-100
| Closed | -$6.17K | – | 535 |
|
2024
Q2 | $6.17K | Buy |
+100
| New | +$6.17K | ﹤0.01% | 452 |
|
2021
Q2 | – | Sell |
-9,620
| Closed | -$589K | – | 249 |
|
2021
Q1 | $589K | Sell |
9,620
-870
| -8% | -$53.3K | 0.24% | 121 |
|
2020
Q4 | $476K | Sell |
10,490
-340
| -3% | -$15.4K | 0.25% | 110 |
|
2020
Q3 | $385K | Buy |
10,830
+2,800
| +35% | +$99.5K | 0.24% | 107 |
|
2020
Q2 | $243K | Buy |
+8,030
| New | +$243K | 0.16% | 163 |
|
2020
Q1 | – | Sell |
-5,850
| Closed | -$220K | – | 245 |
|
2019
Q4 | $220K | Buy |
5,850
+170
| +3% | +$6.39K | 0.09% | 204 |
|
2019
Q3 | $221K | Sell |
5,680
-5,730
| -50% | -$223K | 0.1% | 194 |
|
2019
Q2 | $432K | Sell |
11,410
-1,220
| -10% | -$46.2K | 0.18% | 140 |
|
2019
Q1 | $469K | Sell |
12,630
-200
| -2% | -$7.43K | 0.2% | 138 |
|
2018
Q4 | $421K | Buy |
12,830
+510
| +4% | +$16.7K | 0.2% | 130 |
|
2018
Q3 | $439K | Sell |
12,320
-4,070
| -25% | -$145K | 0.2% | 120 |
|
2018
Q2 | $584K | Buy |
+16,390
| New | +$584K | 0.25% | 104 |
|