CIAS
CBIZ Investment Advisory Services’s U-Haul Holding Co Series N UHAL.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,500
| Closed | -$270K | – | 433 |
|
|
2024
Q2 | $270K | Hold |
4,500
| – | – | 0.02% | 40 |
|
|
2024
Q1 | $300K | Hold |
4,500
| – | – | 0.02% | 39 |
|
|
2023
Q4 | $317K | Hold |
4,500
| – | – | 0.02% | 35 |
|
|
2023
Q3 | $236K | Hold |
4,500
| – | – | 0.02% | 28 |
|
|
2023
Q2 | $228K | Hold |
4,500
| – | – | 0.02% | 27 |
|
|
2023
Q1 | $233K | Buy |
+4,500
| New | +$233K | 0.02% | 29 |
|