AEPWM
Atlantic Edge Private Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
3,379
+43
| +1% | +$32.4K | 0.7% | 40 |
|
|
2025
Q1 | $2.09M | Buy |
3,336
+20
| +0.6% | +$12.5K | 0.64% | 41 |
|
|
2024
Q4 | $2.34M | Sell |
3,316
-50
| -1% | -$35.2K | 0.72% | 36 |
|
|
2024
Q3 | $2.73M | Buy |
3,366
+55
| +2% | +$44.5K | 0.83% | 29 |
|
|
2024
Q2 | $2.14M | Sell |
3,311
-40
| -1% | -$25.9K | 0.72% | 31 |
|
|
2024
Q1 | $2.42M | Buy |
3,351
+119
| +4% | +$85.8K | 0.83% | 31 |
|
|
2023
Q4 | $1.85M | Buy |
+3,232
| New | +$1.85M | 0.75% | 35 |
|