CoreCap Advisors’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 | $30.9K | Hold |
568
| – | – | ﹤0.01% | 1441 |
|
|
2025
Q1 | $33.6K | Hold |
568
| – | – | ﹤0.01% | 1334 |
|
|
2024
Q4 | $36.4K | Hold |
568
| – | – | ﹤0.01% | 1314 |
|
|
2024
Q3 | $40.9K | Buy |
+568
| New | +$40.9K | ﹤0.01% | 1277 |
|
|
2024
Q2 | – | Sell |
-810
| Closed | -$54K | – | 2536 |
|
|
2024
Q1 | $54K | Buy |
+810
| New | +$54K | ﹤0.01% | 1073 |
|
|
2022
Q4 | $44.5K | Buy |
+810
| New | +$44.5K | ﹤0.01% | 1027 |
|