LWAM
Legacy Wealth Asset Management’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-818
| Closed | -$417K | – | 345 |
|
|
2022
Q3 | $417K | Sell |
818
-58
| -7% | -$29.6K | 0.18% | 202 |
|
|
2022
Q2 | $419K | Sell |
876
-12
| -1% | -$5.74K | 0.17% | 194 |
|
|
2022
Q1 | $530K | Buy |
888
+7
| +0.8% | +$4.18K | 0.19% | 181 |
|
|
2021
Q4 | $640K | Buy |
881
+24
| +3% | +$17.4K | 0.22% | 169 |
|
|
2021
Q3 | $554K | Sell |
857
-7
| -0.8% | -$4.53K | 0.25% | 154 |
|
|
2021
Q2 | $509K | Sell |
864
-60
| -6% | -$35.3K | 0.23% | 170 |
|
|
2021
Q1 | $566K | Sell |
924
-298
| -24% | -$183K | 0.26% | 155 |
|
|
2020
Q4 | $555K | Buy |
+1,222
| New | +$555K | 0.28% | 148 |
|