KPF
K2 Principal Fund’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 |
-13,733
| Closed | -$916K | – | 250 |
|
|
2024
Q1 | $916K | Buy |
13,733
+4,900
| +55% | +$327K | 0.16% | 92 |
|
|
2023
Q4 | $622K | Sell |
8,833
-37,100
| -81% | -$2.61M | 0.08% | 94 |
|
|
2023
Q3 | $2.41M | Buy |
45,933
+19,085
| +71% | +$1,000K | 0.5% | 38 |
|
|
2023
Q2 | $1.36M | Buy |
+26,848
| New | +$1.36M | 0.31% | 47 |
|
|
2023
Q1 | – | Sell |
-176,882
| Closed | -$9.72M | – | 266 |
|
|
2022
Q4 | $9.72M | Buy |
+176,882
| New | +$9.72M | 1.48% | 11 |
|