ACG Wealth’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $4.05M | Buy |
14,980
+143
| +1% | +$38.6K | 0.93% | 25 |
|
|
2022
Q2 | $3.6M | Buy |
14,837
+1,695
| +13% | +$412K | 0.74% | 34 |
|
|
2022
Q1 | $4.67M | Sell |
13,142
-5,380
| -29% | -$1.91M | 0.88% | 25 |
|
|
2021
Q4 | $6.16M | Sell |
18,522
-5,195
| -22% | -$1.73M | 0.87% | 26 |
|
|
2021
Q3 | $8.32M | Sell |
23,717
-563
| -2% | -$198K | 1.09% | 20 |
|
|
2021
Q2 | $7.75M | Sell |
24,280
-8,571
| -26% | -$2.73M | 0.98% | 24 |
|
|
2021
Q1 | $10.8M | Sell |
32,851
-5,054
| -13% | -$1.66M | 1.44% | 11 |
|
|
2020
Q4 | $8.79M | Sell |
37,905
-34
| -0.1% | -$7.89K | 1.21% | 14 |
|
|
2020
Q3 | $6.62M | Sell |
37,939
-4,861
| -11% | -$848K | 1% | 23 |
|
|
2020
Q2 | $6.38M | Sell |
42,800
-3,398
| -7% | -$506K | 1.04% | 20 |
|
|
2020
Q1 | $4.75M | Buy |
46,198
+13,186
| +40% | +$1.36M | 0.89% | 25 |
|
|
2019
Q4 | $5.51M | Sell |
33,012
-2,764
| -8% | -$461K | 0.82% | 29 |
|
|
2019
Q3 | $4.46M | Buy |
35,776
+4,062
| +13% | +$506K | 0.66% | 44 |
|
|
2019
Q2 | $4.21M | Buy |
31,714
+14,384
| +83% | +$1.91M | 0.56% | 48 |
|
|
2019
Q1 | $1.98M | Buy |
+17,330
| New | +$1.98M | 0.27% | 82 |
|