Raymond James Financial Services Advisors’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 |
-3,327
| Closed | -$222K | – | 3507 |
|
|
2024
Q1 | $222K | Buy |
+3,327
| New | +$222K | ﹤0.01% | 3035 |
|
|
2023
Q2 | – | Sell |
-4,663
| Closed | -$242K | – | 3352 |
|
|
2023
Q1 | $242K | Sell |
4,663
-1,610
| -26% | -$83.5K | ﹤0.01% | 2773 |
|
|
2022
Q4 | $345K | Buy |
+6,273
| New | +$345K | ﹤0.01% | 2490 |
|