Arete Wealth Advisors’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 | $402K | Buy |
534
+27
| +5% | +$20.3K | 0.03% | 484 |
|
|
2025
Q1 | $317K | Sell |
507
-106
| -17% | -$66.3K | 0.02% | 508 |
|
|
2024
Q4 | $432K | Buy |
613
+305
| +99% | +$215K | 0.03% | 453 |
|
|
2024
Q3 | $250K | Sell |
308
-319
| -51% | -$259K | 0.02% | 579 |
|
|
2024
Q2 | $406K | Buy |
+627
| New | +$406K | 0.03% | 439 |
|
|
2024
Q1 | – | Sell |
-627
| Closed | -$360K | – | 717 |
|
|
2023
Q4 | $360K | Sell |
627
-171
| -21% | -$98.1K | 0.03% | 498 |
|
|
2023
Q3 | $355K | Sell |
798
-159
| -17% | -$70.7K | 0.06% | 307 |
|
|
2023
Q2 | $426K | Buy |
957
+55
| +6% | +$24.5K | 0.04% | 403 |
|
|
2023
Q1 | $357K | Buy |
902
+7
| +0.8% | +$2.77K | 0.03% | 423 |
|
|
2022
Q4 | $318M | Sell |
895
-11
| -1% | -$3.91M | 0.03% | 441 |
|
|
2022
Q3 | $245K | Buy |
+906
| New | +$245K | 0.02% | 464 |
|
|
2022
Q2 | – | Sell |
-710
| Closed | -$252K | – | 564 |
|
|
2022
Q1 | $252K | Buy |
710
+89
| +14% | +$31.6K | 0.02% | 421 |
|
|
2021
Q4 | $206K | Buy |
+621
| New | +$206K | 0.02% | 475 |
|