1834 Investment Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,000
| Closed | -$696K | – | 503 |
|
|
2020
Q4 | $696K | Hold |
3,000
| – | – | 0.09% | 106 |
|
|
2020
Q3 | $524K | Hold |
3,000
| – | – | 0.08% | 117 |
|
|
2020
Q2 | $447K | Buy |
3,000
+745
| +33% | +$111K | 0.07% | 122 |
|
|
2020
Q1 | $232K | Sell |
2,255
-200
| -8% | -$20.6K | 0.04% | 160 |
|
|
2019
Q4 | $409K | Sell |
2,455
-3,800
| -61% | -$633K | 0.06% | 132 |
|
|
2019
Q3 | $780K | Buy |
+6,255
| New | +$780K | 0.11% | 102 |
|
|
2017
Q4 | – | Sell |
-1,715
| Closed | -$238K | – | 460 |
|
|
2017
Q3 | $238K | Buy |
+1,715
| New | +$238K | 0.04% | 153 |
|