INSTITUTE FOR WEALTH MANAGEMENT, LLC. – U-Haul Holding Company Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$691,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+6.48%
quarter
U-Haul Holding Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.52% | 7 shares | 45K | $509.22 | 1.35K |
| Q2 2022 | share | Increase | +5.97% | 76 shares | -115K | $478.23 | 1.35K |
| Q1 2022 | share | Increase | +1.19% | 15 shares | -153K | $596.94 | 1.27K |
| Q4 2021 | share | Increase | +6.51% | 77 shares | 150K | $722.74 | 1.25K |
| Q3 2021 | share | Increase | +31.92% | 286 shares | 236K | $645.58 | 1.18K |
| Q2 2021 | share | 0.00% | 0 shares | -21K | $588.54 | 896 | |
| Q1 2021 | share | Decrease | -0.44% | -4 shares | 140K | $611.16 | 896 |
| Q4 2020 | share | Increase | +2.39% | 21 shares | 96K | $452.89 | 900 |
| Q3 2020 | share | Increase | +4.27% | 36 shares | 58K | $353.55 | 879 |
| Q2 2020 | share | Increase | +3.44% | 28 shares | 18K | $299.72 | 843 |
| Q1 2020 | share | Increase | +31.66% | 196 shares | 4K | $288.17 | 815 |
| Q4 2019 | share | Increase | 0.00% | 619 shares | 233K | $372.74 | 619 |