CP
Cumberland Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,070
| Closed | -$580K | – | 194 |
|
|
2023
Q3 | $580K | Sell |
11,070
-13,800
| -55% | -$723K | 0.06% | 139 |
|
|
2023
Q2 | $1.26M | Hold |
24,870
| – | – | 0.12% | 113 |
|
|
2023
Q1 | $1.29M | Buy |
24,870
+1,200
| +5% | +$62.2K | 0.13% | 101 |
|
|
2022
Q4 | $1.3M | Buy |
+23,670
| New | +$1.3M | 0.14% | 89 |
|