LEGACY WEALTH ASSET MANAGEMENT, LLC – U-Haul Holding Company Transaction History
LEGACY WEALTH ASSET MANAGEMENT, LLC portfolio value:
$417,000
portfolio value
LEGACY WEALTH ASSET 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 | Decrease | -6.62% | -58 shares | -2K | $509.22 | 818 |
| Q2 2022 | share | Decrease | -1.35% | -12 shares | -111K | $478.23 | 876 |
| Q1 2022 | share | Increase | +0.79% | 7 shares | -110K | $596.94 | 888 |
| Q4 2021 | share | Increase | +2.80% | 24 shares | 86K | $722.74 | 881 |
| Q3 2021 | share | Decrease | -0.81% | -7 shares | 45K | $645.58 | 857 |
| Q2 2021 | share | Decrease | -6.49% | -60 shares | -57K | $588.54 | 864 |
| Q1 2021 | share | Decrease | -24.39% | -298 shares | 11K | $611.16 | 924 |
| Q4 2020 | share | Increase | 0.00% | 1.22K shares | 555K | $452.89 | 1.22K |