Trek Financial’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
Q4 | – | Sell |
-4,830
| Closed | -$246K | – | 255 |
|
|
2022
Q3 | $246K | Sell |
4,830
-4,500
| -48% | -$229K | 0.03% | 185 |
|
|
2022
Q2 | $446K | Buy |
9,330
+1,420
| +18% | +$67.9K | 0.05% | 144 |
|
|
2022
Q1 | $472K | Buy |
7,910
+1,970
| +33% | +$118K | 0.04% | 147 |
|
|
2021
Q4 | $431K | Sell |
5,940
-450
| -7% | -$32.7K | 0.04% | 136 |
|
|
2021
Q3 | $413K | Sell |
6,390
-870
| -12% | -$56.2K | 0.04% | 121 |
|
|
2021
Q2 | $428K | Buy |
+7,260
| New | +$428K | 0.05% | 120 |
|