TFO Wealth Partners’s U-Haul Holding Co Series N UHAL.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$467 | – | 703 |
|
|
2024
Q1 | $467 | Hold |
7
| – | – | ﹤0.01% | 280 |
|
|
2023
Q4 | $493 | Hold |
7
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $355 | Hold |
7
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $355 | Hold |
7
| – | – | ﹤0.01% | 366 |
|
|
2023
Q1 | $363 | Buy |
7
+5
| +250% | +$259 | ﹤0.01% | 317 |
|
|
2022
Q4 | $120 | Buy |
+2
| New | +$120 | ﹤0.01% | 739 |
|