AWE
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Avidian Wealth Enterprises’s United Rentals URI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-1,703
Closed -$279K 118
2018
Q3
$279K Buy
1,703
+3
+0.2% +$491 0.09% 87
2018
Q2
$251K Hold
1,700
0.08% 84
2018
Q1
$294K Buy
+1,700
New +$294K 0.1% 74