Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-250
| Closed | -$9K | – | 626 |
|
|
2018
Q3 | $9K | Sell |
250
-7,930
| -97% | -$285K | ﹤0.01% | 451 |
|
|
2018
Q2 | $291K | Sell |
8,180
-1,140
| -12% | -$40.6K | 0.03% | 179 |
|
|
2018
Q1 | $322K | Sell |
9,320
-150
| -2% | -$5.18K | 0.04% | 170 |
|
|
2017
Q4 | $358K | Buy |
9,470
+250
| +3% | +$9.45K | 0.04% | 167 |
|
|
2017
Q3 | $346K | Hold |
9,220
| – | – | 0.05% | 165 |
|
|
2017
Q2 | $338K | Buy |
+9,220
| New | +$338K | 0.05% | 170 |
|
|
2016
Q3 | – | Sell |
-7,080
| Closed | -$265K | – | 419 |
|
|
2016
Q2 | $265K | Hold |
7,080
| – | – | 0.05% | 161 |
|
|
2016
Q1 | $253K | Buy |
7,080
+1,450
| +26% | +$51.8K | 0.05% | 166 |
|
|
2015
Q4 | $219K | Sell |
5,630
-5,030
| -47% | -$196K | 0.04% | 170 |
|
|
2015
Q3 | $419K | Buy |
10,660
+5,580
| +110% | +$220K | 0.08% | 155 |
|
|
2015
Q2 | $166K | Hold |
5,080
| – | – | 0.03% | 185 |
|
|
2015
Q1 | $168K | Buy |
+5,080
| New | +$168K | 0.04% | 175 |
|