Accel Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-39
| Closed | -$15.4K | – | 829 |
|
|
2023
Q1 | $15.4K | Buy |
39
+30
| +333% | +$11.9K | 0.01% | 775 |
|
|
2022
Q4 | $3.2K | Hold |
9
| – | – | ﹤0.01% | 863 |
|
|
2022
Q3 | $3K | Sell |
9
-635
| -99% | -$212K | ﹤0.01% | 912 |
|
|
2022
Q2 | $162K | Buy |
644
+9
| +1% | +$2.26K | 0.09% | 165 |
|
|
2022
Q1 | $225K | Hold |
635
| – | – | 0.12% | 145 |
|
|
2021
Q4 | $211K | Hold |
635
| – | – | 0.1% | 157 |
|
|
2021
Q3 | $223K | Hold |
635
| – | – | 0.14% | 124 |
|
|
2021
Q2 | $203K | Hold |
635
| – | – | 0.13% | 142 |
|
|
2021
Q1 | $209K | Hold |
635
| – | – | 0.17% | 129 |
|
|
2020
Q4 | $147K | Buy |
+635
| New | +$147K | 0.14% | 158 |
|