AWM
Adams Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-128
| Closed | -$22K | – | 322 |
|
|
2020
Q3 | $22K | Buy |
+128
| New | +$22K | 0.02% | 147 |
|
|
2020
Q2 | – | Sell |
-3,172
| Closed | -$326K | – | 91 |
|
|
2020
Q1 | $326K | Sell |
3,172
-473
| -13% | -$48.6K | 0.41% | 43 |
|
|
2019
Q4 | $608K | Buy |
+3,645
| New | +$608K | 0.51% | 54 |
|