Independence Capital Asset Partners’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | $424K | Sell |
10,880
-120,310
| -92% | -$4.69M | 4.56% | 1 |
|
2015
Q3 | $5.16M | Buy |
131,190
+13,440
| +11% | +$529K | 7.22% | 1 |
|
2015
Q2 | $3.85M | Buy |
117,750
+43,530
| +59% | +$1.42M | 5.97% | 1 |
|
2015
Q1 | $2.45M | Buy |
74,220
+6,580
| +10% | +$217K | 0.38% | 47 |
|
2014
Q4 | $1.92M | Buy |
67,640
+10,000
| +17% | +$284K | 0.27% | 54 |
|
2014
Q3 | $1.51M | Sell |
57,640
-6,000
| -9% | -$157K | 0.21% | 52 |
|
2014
Q2 | $1.85M | Buy |
63,640
+15,200
| +31% | +$442K | 0.25% | 48 |
|
2014
Q1 | $1.12M | Buy |
48,440
+13,440
| +38% | +$312K | 0.19% | 61 |
|
2013
Q4 | $832K | Buy |
+35,000
| New | +$832K | 0.13% | 68 |
|