DFIM
Detwiler Fenton Investment Management’s U-Haul Holding Co UHAL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | $700K | Sell |
2,141
-8,724
| -80% | -$2.85M | 2.25% | 13 |
|
2015
Q1 | $3.59M | Sell |
10,865
-744
| -6% | -$246K | 3.78% | 12 |
|
2014
Q4 | $3.3M | Sell |
11,609
-474
| -4% | -$135K | 3.73% | 11 |
|
2014
Q3 | $3.16M | Buy |
12,083
+82
| +0.7% | +$21.5K | 3.02% | 15 |
|
2014
Q2 | $3.49M | Buy |
+12,001
| New | +$3.49M | 2.82% | 9 |
|