WAM
Watermark Asset Management’s U-Haul Holding Co UHAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $57K | Hold |
173
| – | – | 0.03% | 85 |
|
|
2018
Q3 | $62K | Hold |
173
| – | – | 0.03% | 85 |
|
|
2018
Q2 | $62K | Hold |
173
| – | – | 0.03% | 83 |
|
|
2018
Q1 | $60K | Hold |
173
| – | – | 0.02% | 89 |
|
|
2017
Q4 | $65K | Hold |
173
| – | – | 0.03% | 89 |
|
|
2017
Q3 | $65K | Sell |
173
-97
| -36% | -$36.4K | 0.03% | 82 |
|
|
2017
Q2 | $99K | Sell |
270
-55
| -17% | -$20.2K | 0.04% | 66 |
|
|
2017
Q1 | $124K | Buy |
+325
| New | +$124K | 0.06% | 58 |
|