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 |
|