Alpha Cubed Investments’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Sell |
505
-47
| -9% | -$35.4K | 0.01% | 209 |
|
|
2025
Q1 | $346K | Buy |
552
+5
| +0.9% | +$3.13K | 0.02% | 212 |
|
|
2024
Q4 | $385K | Buy |
547
+32
| +6% | +$22.5K | 0.02% | 181 |
|
|
2024
Q3 | $417K | Buy |
515
+17
| +3% | +$13.8K | 0.02% | 170 |
|
|
2024
Q2 | $322K | Sell |
498
-40
| -7% | -$25.9K | 0.02% | 203 |
|
|
2024
Q1 | $388K | Buy |
538
+51
| +10% | +$36.7K | 0.02% | 174 |
|
|
2023
Q4 | $280K | Buy |
+487
| New | +$280K | 0.02% | 209 |
|
|
2020
Q1 | – | Sell |
-9,913
| Closed | -$1.65M | – | 258 |
|
|
2019
Q4 | $1.65M | Buy |
+9,913
| New | +$1.65M | 0.17% | 84 |
|
|
2018
Q4 | – | Sell |
-59,978
| Closed | -$7.03M | – | 310 |
|
|
2018
Q3 | $7.03M | Sell |
59,978
-9,391
| -14% | -$1.1M | 0.82% | 35 |
|
|
2018
Q2 | $10.2M | Buy |
69,369
+1,716
| +3% | +$253K | 1.32% | 29 |
|
|
2018
Q1 | $11.7M | Sell |
67,653
-507
| -0.7% | -$87.6K | 1.53% | 27 |
|
|
2017
Q4 | $11.7M | Buy |
68,160
+6,450
| +10% | +$1.11M | 1.53% | 26 |
|
|
2017
Q3 | $8.56M | Buy |
61,710
+4,975
| +9% | +$690K | 1.29% | 29 |
|
|
2017
Q2 | $6.4M | Buy |
56,735
+24,160
| +74% | +$2.72M | 1.1% | 32 |
|
|
2017
Q1 | $4.07M | Buy |
+32,575
| New | +$4.07M | 0.83% | 35 |
|