Avior Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-223
| Closed | -$157K | – | 2250 |
|
|
2024
Q4 | $157K | Buy |
223
+6
| +3% | +$4.23K | 0.01% | 776 |
|
|
2024
Q3 | $176K | Buy |
217
+42
| +24% | +$34K | 0.01% | 736 |
|
|
2024
Q2 | $113K | Sell |
175
-65
| -27% | -$42K | ﹤0.01% | 825 |
|
|
2024
Q1 | $173K | Buy |
+240
| New | +$173K | 0.01% | 757 |
|
|
2023
Q2 | – | Sell |
-10
| Closed | -$3.96K | – | 1682 |
|
|
2023
Q1 | $3.96K | Buy |
+10
| New | +$3.96K | ﹤0.01% | 1260 |
|
|
2017
Q1 | – | Sell |
-50
| Closed | -$5K | – | 526 |
|
|
2016
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 394 |
|
|
2016
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 398 |
|
|
2016
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 407 |
|
|
2016
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 425 |
|
|
2015
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 380 |
|