D.A. Davidson & Co’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-8,940
| Closed | -$332K | – | 1144 |
|
2019
Q1 | $332K | Buy |
+8,940
| New | +$332K | 0.01% | 835 |
|
2018
Q4 | – | Sell |
-10,150
| Closed | -$362K | – | 1170 |
|
2018
Q3 | $362K | Sell |
10,150
-60
| -0.6% | -$2.14K | 0.01% | 836 |
|
2018
Q2 | $364K | Sell |
10,210
-70
| -0.7% | -$2.5K | 0.01% | 812 |
|
2018
Q1 | $355K | Buy |
10,280
+2,140
| +26% | +$73.9K | 0.01% | 811 |
|
2017
Q4 | $308K | Sell |
8,140
-850
| -9% | -$32.2K | 0.01% | 838 |
|
2017
Q3 | $337K | Sell |
8,990
-5,990
| -40% | -$225K | 0.01% | 804 |
|
2017
Q2 | $548K | Sell |
14,980
-1,080
| -7% | -$39.5K | 0.01% | 602 |
|
2017
Q1 | $612K | Buy |
16,060
+5,200
| +48% | +$198K | 0.01% | 554 |
|
2016
Q4 | $400K | Buy |
+10,860
| New | +$400K | 0.01% | 724 |
|