Haverford Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-29,230
| Closed | -$883K | – | 67 |
|
|
2020
Q2 | $883K | Sell |
29,230
-11,000
| -27% | -$332K | 0.3% | 41 |
|
|
2020
Q1 | $1.17M | Buy |
40,230
+5,200
| +15% | +$151K | 0.47% | 34 |
|
|
2019
Q4 | $1.32M | Buy |
35,030
+12,030
| +52% | +$452K | 0.42% | 34 |
|
|
2019
Q3 | $897K | Hold |
23,000
| – | – | 0.3% | 40 |
|
|
2019
Q2 | $871K | Hold |
23,000
| – | – | 0.3% | 42 |
|
|
2019
Q1 | $854K | Hold |
23,000
| – | – | 0.31% | 39 |
|
|
2018
Q4 | $755K | Buy |
23,000
+2,250
| +11% | +$73.9K | 0.31% | 39 |
|
|
2018
Q3 | $740K | Hold |
20,750
| – | – | 0.26% | 41 |
|
|
2018
Q2 | $739K | Hold |
20,750
| – | – | 0.28% | 39 |
|
|
2018
Q1 | $716K | Buy |
20,750
+6,750
| +48% | +$233K | 0.27% | 38 |
|
|
2017
Q4 | $529K | Buy |
+14,000
| New | +$529K | 0.19% | 40 |
|