Prelude Capital Management’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
-15,691
Closed -$1.05M 1409
2024
Q1
$1.05M Buy
15,691
+1,688
+12% +$113K 0.05% 354
2023
Q4
$986K Sell
14,003
-3,736
-21% -$263K 0.07% 257
2023
Q3
$929K Sell
17,739
-32,596
-65% -$1.71M 0.06% 262
2023
Q2
$2.55M Sell
50,335
-2,950
-6% -$149K 0.17% 133
2023
Q1
$2.76M Buy
53,285
+18,733
+54% +$971K 0.17% 136
2022
Q4
$1.9M Buy
+34,552
New +$1.9M 0.1% 207