Investment House LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-6,600
| Closed | -$235K | – | 187 |
|
|
2018
Q3 | $235K | Hold |
6,600
| – | – | 0.03% | 175 |
|
|
2018
Q2 | $235K | Sell |
6,600
-100
| -1% | -$3.56K | 0.03% | 181 |
|
|
2018
Q1 | $231K | Sell |
6,700
-1,250
| -16% | -$43.1K | 0.03% | 174 |
|
|
2017
Q4 | $300K | Sell |
7,950
-500
| -6% | -$18.9K | 0.04% | 163 |
|
|
2017
Q3 | $317K | Hold |
8,450
| – | – | 0.04% | 156 |
|
|
2017
Q2 | $309K | Buy |
8,450
+500
| +6% | +$18.3K | 0.04% | 167 |
|
|
2017
Q1 | $303K | Buy |
7,950
+500
| +7% | +$19.1K | 0.04% | 168 |
|
|
2016
Q4 | $275K | Buy |
+7,450
| New | +$275K | 0.04% | 166 |
|