Stratos Wealth Partners’s U-Haul Holding Co UHAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,930
| Closed | -$213K | – | 1358 |
|
2021
Q4 | $213K | Buy |
+2,930
| New | +$213K | ﹤0.01% | 1145 |
|
2018
Q2 | – | Sell |
-1,610
| Closed | -$56K | – | 2484 |
|
2018
Q1 | $56K | Buy |
1,610
+30
| +2% | +$1.04K | ﹤0.01% | 1519 |
|
2017
Q4 | $60K | Buy |
+1,580
| New | +$60K | ﹤0.01% | 1431 |
|
2016
Q3 | – | Sell |
-5,340
| Closed | -$200K | – | 719 |
|
2016
Q2 | $200K | Buy |
+5,340
| New | +$200K | 0.01% | 573 |
|