HW Opportunities MP Fund UHAL.B Holdings History
Number of Shares
53,450.00
Current Holdings Value*
$2.77 Mil
% of Portfolio
6.75%
Total Estimate Gain
$-119,034.50
% of Total Estimate Gain
-3.86%
HW Opportunities MP Fund's U-Haul Holding Co Holding Summary
As of 2023-03-31, Series Portfolios Trust held 53,450.00 shares of U-Haul Holding Co(UHAL.B), totaling $2.77 Mil. This investment constitutes 6.75% of their stock portfolio, and Series Portfolios Trust now holds 0.03% of the outstanding U-Haul Holding Co(UHAL.B) stock.
The initial trade took place in 2022Q4. And since then HW Opportunities MP Fund has made 2 purchases of UHAL.B, at an average price of $57.69, for a total of 53,450.00 shares. Based on historical transaction data and UHAL.B's current price of $55.46, HW Opportunities MP Fund's estimated gain on his UHAL.B holdings is $-119,034.50, reflecting a -3.86% gain to date.
HW Opportunities MP Fund UHAL.B ($55.46) Holding Chart
HW Opportunities MP Fund UHAL.B ($55.46) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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