Glassman Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-99
| Closed | -$6.97K | – | 1723 |
|
|
2023
Q4 | $6.97K | Hold |
99
| – | – | ﹤0.01% | 978 |
|
|
2023
Q3 | $5.19K | Hold |
99
| – | – | ﹤0.01% | 1061 |
|
|
2023
Q2 | $5.02K | Buy |
99
+18
| +22% | +$912 | ﹤0.01% | 996 |
|
|
2023
Q1 | $4.2K | Hold |
81
| – | – | ﹤0.01% | 1053 |
|
|
2022
Q4 | $4.45K | Buy |
+81
| New | +$4.45K | ﹤0.01% | 1048 |
|