TCM
Tran Capital Management’s U-Haul Holding Co UHAL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-1,615
| Closed | -$575K | – | 68 |
|
2020
Q3 | $575K | Sell |
1,615
-675
| -29% | -$240K | 0.06% | 53 |
|
2020
Q2 | $692K | Sell |
2,290
-6,859
| -75% | -$2.07M | 0.08% | 51 |
|
2020
Q1 | $2.66M | Sell |
9,149
-45,539
| -83% | -$13.2M | 0.39% | 42 |
|
2019
Q4 | $20.6M | Buy |
+54,688
| New | +$20.6M | 2.38% | 21 |
|