FOA
Five Oceans Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,699
| Closed | -$313K | – | 209 |
|
|
2024
Q1 | $313K | Sell |
4,699
-62
| -1% | -$4.13K | 0.16% | 113 |
|
|
2023
Q4 | $335K | Sell |
4,761
-372
| -7% | -$26.2K | 0.19% | 92 |
|
|
2023
Q3 | $269K | Buy |
5,133
+756
| +17% | +$39.6K | 0.17% | 104 |
|
|
2023
Q2 | $222K | Buy |
+4,377
| New | +$222K | 0.14% | 132 |
|