Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $36K | Hold |
62
| – | – | ﹤0.01% | 433 |
|
|
2023
Q3 | $27.8K | Hold |
62
| – | – | ﹤0.01% | 426 |
|
|
2023
Q2 | $27.8K | Hold |
62
| – | – | ﹤0.01% | 417 |
|
|
2023
Q1 | $24.6K | Hold |
62
| – | – | ﹤0.01% | 431 |
|
|
2022
Q4 | $22K | Hold |
62
| – | – | ﹤0.01% | 449 |
|
|
2022
Q3 | $17K | Hold |
62
| – | – | ﹤0.01% | 456 |
|
|
2022
Q2 | $15K | Hold |
62
| – | – | ﹤0.01% | 502 |
|
|
2022
Q1 | $22K | Hold |
62
| – | – | ﹤0.01% | 441 |
|
|
2021
Q4 | $21K | Hold |
62
| – | – | ﹤0.01% | 467 |
|
|
2021
Q3 | $22K | Hold |
62
| – | – | ﹤0.01% | 408 |
|
|
2021
Q2 | $20K | Hold |
62
| – | – | ﹤0.01% | 408 |
|
|
2021
Q1 | $20K | Buy |
+62
| New | +$20K | ﹤0.01% | 370 |
|
|
2020
Q2 | – | Sell |
-48
| Closed | -$5K | – | 750 |
|
|
2020
Q1 | $5K | Hold |
48
| – | – | ﹤0.01% | 441 |
|
|
2019
Q4 | $8K | Buy |
+48
| New | +$8K | ﹤0.01% | 418 |
|
|
2019
Q3 | – | Sell |
-90
| Closed | -$12K | – | 641 |
|
|
2019
Q2 | $12K | Hold |
90
| – | – | ﹤0.01% | 351 |
|
|
2019
Q1 | $13K | Sell |
90
-90
| -50% | -$13K | ﹤0.01% | 356 |
|
|
2018
Q4 | $22K | Hold |
180
| – | – | ﹤0.01% | 294 |
|
|
2018
Q3 | $26K | Hold |
180
| – | – | ﹤0.01% | 277 |
|
|
2018
Q2 | $27K | Hold |
180
| – | – | ﹤0.01% | 260 |
|
|
2018
Q1 | $29K | Buy |
+180
| New | +$29K | ﹤0.01% | 252 |
|