Asset Dedication LLC’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 | $40.7K | Hold |
54
| – | – | ﹤0.01% | 558 |
|
|
2025
Q1 | $33.8K | Buy |
54
+2
| +4% | +$1.25K | ﹤0.01% | 543 |
|
|
2024
Q4 | $36.6K | Buy |
52
+2
| +4% | +$1.41K | ﹤0.01% | 529 |
|
|
2024
Q3 | $40.5K | Sell |
50
-3
| -6% | -$2.43K | ﹤0.01% | 541 |
|
|
2024
Q2 | $34.3K | Buy |
53
+3
| +6% | +$1.94K | ﹤0.01% | 558 |
|
|
2024
Q1 | $36K | Sell |
50
-50
| -50% | -$36K | ﹤0.01% | 494 |
|
|
2023
Q4 | $58K | Hold |
100
| – | – | ﹤0.01% | 412 |
|
|
2023
Q3 | $44K | Hold |
100
| – | – | ﹤0.01% | 446 |
|
|
2023
Q2 | $44K | Buy |
100
+50
| +100% | +$22K | ﹤0.01% | 458 |
|
|
2023
Q1 | $20K | Hold |
50
| – | – | ﹤0.01% | 561 |
|
|
2022
Q4 | $18K | Buy |
+50
| New | +$18K | ﹤0.01% | 572 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$2K | – | 813 |
|
|
2019
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 665 |
|