Bay Harbor 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
Q2
$3.01K Buy
4
+3
+300% +$2.26K ﹤0.01% 242
2025
Q1
$626 Buy
+1
New +$626 ﹤0.01% 386
2021
Q2
Sell
-5
Closed -$2K 229
2021
Q1
$2K Hold
5
﹤0.01% 204
2020
Q4
$1K Hold
5
﹤0.01% 404
2020
Q3
$1K Hold
5
﹤0.01% 364
2020
Q2
$1K Hold
5
﹤0.01% 332
2020
Q1
$1K Hold
5
﹤0.01% 326
2019
Q4
$1K Buy
+5
New +$1K ﹤0.01% 329