Valeo Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-20
| Closed | -$1K | – | 1642 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1850 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1593 |
|
|
2020
Q3 | $1K | Sell |
20
-100
| -83% | -$5K | ﹤0.01% | 1488 |
|
|
2020
Q2 | $4K | Buy |
120
+40
| +50% | +$1.33K | ﹤0.01% | 1546 |
|
|
2020
Q1 | $2K | Hold |
80
| – | – | ﹤0.01% | 1530 |
|
|
2019
Q4 | $3K | Hold |
80
| – | – | ﹤0.01% | 1400 |
|
|
2019
Q3 | $3K | Hold |
80
| – | – | ﹤0.01% | 1323 |
|
|
2019
Q2 | $3K | Hold |
80
| – | – | ﹤0.01% | 1347 |
|
|
2019
Q1 | $3K | Hold |
80
| – | – | ﹤0.01% | 1299 |
|
|
2018
Q4 | $3K | Buy |
80
+20
| +33% | +$750 | ﹤0.01% | 1218 |
|
|
2018
Q3 | $2K | Buy |
60
+10
| +20% | +$333 | ﹤0.01% | 1510 |
|
|
2018
Q2 | $2K | Hold |
50
| – | – | ﹤0.01% | 1378 |
|
|
2018
Q1 | $2K | Hold |
50
| – | – | ﹤0.01% | 1360 |
|
|
2017
Q4 | $2K | Buy |
50
+30
| +150% | +$1.2K | ﹤0.01% | 1216 |
|
|
2017
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1126 |
|