CPA
Clear Perspective Advisors’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-150
| Closed | -$53K | – | 413 |
|
|
2018
Q2 | $53K | Hold |
150
| – | – | 0.04% | 244 |
|
|
2018
Q1 | $52K | Hold |
150
| – | – | 0.04% | 237 |
|
|
2017
Q4 | $57K | Hold |
150
| – | – | 0.04% | 224 |
|
|
2017
Q3 | $56K | Buy |
150
+25
| +20% | +$9.33K | 0.05% | 224 |
|
|
2017
Q2 | $46K | Hold |
125
| – | – | 0.04% | 227 |
|
|
2017
Q1 | $48K | Sell |
125
-500
| -80% | -$192K | 0.03% | 214 |
|
|
2016
Q4 | $231K | Buy |
+625
| New | +$231K | 0.15% | 117 |
|