Appleton Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-9,180
| Closed | -$666K | – | 213 |
|
|
2015
Q4 | $666K | Sell |
9,180
-19,167
| -68% | -$1.39M | 0.13% | 126 |
|
|
2015
Q3 | $1.7M | Sell |
28,347
-2,668
| -9% | -$160K | 0.39% | 71 |
|
|
2015
Q2 | $2.72M | Buy |
31,015
+560
| +2% | +$49.1K | 0.61% | 53 |
|
|
2015
Q1 | $2.78M | Sell |
30,455
-855
| -3% | -$77.9K | 0.63% | 53 |
|
|
2014
Q4 | $3.19M | Buy |
+31,310
| New | +$3.19M | 0.73% | 47 |
|