B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-731
| Closed | -$260K | – | 815 |
|
|
2022
Q1 | $260K | Buy |
731
+123
| +20% | +$43.7K | 0.02% | 491 |
|
|
2021
Q4 | $202K | Buy |
+608
| New | +$202K | 0.01% | 586 |
|
|
2015
Q3 | – | Sell |
-738
| Closed | -$64K | – | 716 |
|
|
2015
Q2 | $64K | Buy |
738
+438
| +146% | +$38K | 0.05% | 358 |
|
|
2015
Q1 | $27K | Buy |
+300
| New | +$27K | 0.02% | 535 |
|
|
2014
Q3 | – | Sell |
-150
| Closed | -$15K | – | 1170 |
|
|
2014
Q2 | $15K | Sell |
150
-50
| -25% | -$5K | 0.01% | 737 |
|
|
2014
Q1 | $19K | Buy |
+200
| New | +$19K | 0.01% | 646 |
|