Surevest’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
Q3 | $5K | Hold |
90
| – | – | ﹤0.01% | 325 |
|
|
2022
Q2 | $4K | Hold |
90
| – | – | ﹤0.01% | 364 |
|
|
2022
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 325 |
|
|
2021
Q4 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 304 |
|
|
2019
Q2 | – | Sell |
-5,680
| Closed | -$211K | – | 135 |
|
|
2019
Q1 | $211K | Sell |
5,680
-3,980
| -41% | -$148K | 0.13% | 118 |
|
|
2018
Q4 | $317K | Buy |
+9,660
| New | +$317K | 0.25% | 80 |
|