Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-100
| Closed | -$2K | – | 1700 |
|
|
2020
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1321 |
|
|
2019
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 1343 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 1306 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1338 |
|
|
2019
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 1222 |
|
|
2018
Q4 | $3K | Buy |
100
+40
| +67% | +$1.2K | ﹤0.01% | 1150 |
|
|
2018
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 1206 |
|
|
2018
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 1173 |
|
|
2018
Q1 | $2K | Sell |
60
-110
| -65% | -$3.67K | ﹤0.01% | 1160 |
|
|
2017
Q4 | $6K | Buy |
170
+110
| +183% | +$3.88K | ﹤0.01% | 968 |
|
|
2017
Q3 | $2K | Hold |
60
| – | – | ﹤0.01% | 1113 |
|
|
2017
Q2 | $2K | Sell |
60
-10
| -14% | -$333 | ﹤0.01% | 1106 |
|
|
2017
Q1 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 1106 |
|