OAM
Optimal Asset Management’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.55M | Hold |
2,405
| – | – | 0.19% | 177 |
|
|
2021
Q2 | $1.42M | Hold |
2,405
| – | – | 0.17% | 201 |
|
|
2021
Q1 | $1.47M | Buy |
2,405
+600
| +33% | +$367K | 0.19% | 184 |
|
|
2020
Q4 | $819K | Hold |
1,805
| – | – | 0.12% | 268 |
|
|
2020
Q3 | $643K | Buy |
1,805
+82
| +5% | +$29.2K | 0.09% | 308 |
|
|
2020
Q2 | $521K | Sell |
1,723
-488
| -22% | -$148K | 0.08% | 321 |
|
|
2020
Q1 | $642 | Buy |
2,211
+1,398
| +172% | +$406 | 0.06% | 338 |
|
|
2019
Q4 | $306K | Buy |
+813
| New | +$306K | 0.05% | 365 |
|