TCPG
Trivant Custom Portfolio Group’s U-Haul Holding Co Series N UHAL.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-900
| Closed | -$60K | – | 194 |
|
|
2024
Q1 | $60K | Hold |
900
| – | – | 0.04% | 89 |
|
|
2023
Q4 | $63.4K | Hold |
900
| – | – | 0.04% | 93 |
|
|
2023
Q3 | $47.2K | Hold |
900
| – | – | 0.03% | 93 |
|
|
2023
Q2 | $45.6K | Hold |
900
| – | – | 0.03% | 112 |
|
|
2023
Q1 | $46.7K | Buy |
+900
| New | +$46.7K | 0.03% | 124 |
|