Avantax Planning Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-555
| Closed | -$91K | – | 1142 |
|
|
2018
Q3 | $91K | Buy |
+555
| New | +$91K | 0.01% | 367 |
|
|
2018
Q2 | – | Sell |
-10,445
| Closed | -$1.8M | – | 1410 |
|
|
2018
Q1 | $1.8M | Sell |
10,445
-300
| -3% | -$51.8K | 0.15% | 57 |
|
|
2017
Q4 | $1.85M | Sell |
10,745
-150
| -1% | -$25.8K | 0.17% | 53 |
|
|
2017
Q3 | $1.51M | Buy |
10,895
+306
| +3% | +$42.5K | 0.12% | 80 |
|
|
2017
Q2 | $1.19M | Buy |
10,589
+8
| +0.1% | +$901 | 0.1% | 94 |
|
|
2017
Q1 | $1.32M | Sell |
10,581
-15
| -0.1% | -$1.88K | 0.12% | 77 |
|
|
2016
Q4 | $1.12M | Buy |
+10,596
| New | +$1.12M | 0.12% | 84 |
|