CI Investments Inc’s U-Haul Holding Co Series N UHAL.B Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$24K Buy
434
+25
+6% +$1.38K ﹤0.01% 1133
2025
Q1
$24K Sell
409
-25
-6% -$1.47K ﹤0.01% 1124
2024
Q4
$28K Buy
434
+130
+43% +$8.39K ﹤0.01% 1106
2024
Q3
$22K Buy
304
+119
+64% +$8.61K ﹤0.01% 1092
2024
Q2
$11K Sell
185
-14
-7% -$832 ﹤0.01% 1153
2024
Q1
$13K Buy
199
+45
+29% +$2.94K ﹤0.01% 1177
2023
Q4
$11K Hold
154
﹤0.01% 1147
2023
Q3
$8K Buy
154
+12
+8% +$623 ﹤0.01% 1203
2023
Q2
$7K Buy
142
+137
+2,740% +$6.75K ﹤0.01% 1220
2023
Q1
$0 Hold
5
﹤0.01% 1296
2022
Q4
$0 Buy
+5
New ﹤0.01% 1367