BDO Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.45M | Sell |
5,495
-48
| -0.9% | -$21.4K | 0.28% | 79 |
|
|
2023
Q1 | $2.19M | Sell |
5,543
-460
| -8% | -$182K | 0.27% | 80 |
|
|
2022
Q4 | $2.13M | Buy |
6,003
+5,803
| +2,902% | +$2.06M | 0.27% | 80 |
|
|
2022
Q3 | $54K | Hold |
200
| – | – | 0.01% | 397 |
|
|
2022
Q2 | $49K | Hold |
200
| – | – | 0.01% | 411 |
|
|
2022
Q1 | $71K | Hold |
200
| – | – | 0.01% | 379 |
|
|
2021
Q4 | $66K | Hold |
200
| – | – | 0.01% | 403 |
|
|
2021
Q3 | $70K | Hold |
200
| – | – | 0.01% | 397 |
|
|
2021
Q2 | $64K | Hold |
200
| – | – | 0.01% | 426 |
|
|
2021
Q1 | $66K | Sell |
200
-269
| -57% | -$88.8K | 0.01% | 410 |
|
|
2020
Q4 | $109K | Buy |
469
+125
| +36% | +$29.1K | 0.02% | 278 |
|
|
2020
Q3 | $60K | Hold |
344
| – | – | 0.01% | 309 |
|
|
2020
Q2 | $51K | Sell |
344
-230
| -40% | -$34.1K | 0.01% | 328 |
|
|
2020
Q1 | $59K | Sell |
574
-103
| -15% | -$10.6K | 0.01% | 319 |
|
|
2019
Q4 | $113K | Buy |
677
+233
| +52% | +$38.9K | 0.03% | 237 |
|
|
2019
Q3 | $55K | Hold |
444
| – | – | 0.01% | 299 |
|
|
2019
Q2 | $59K | Hold |
444
| – | – | 0.02% | 287 |
|
|
2019
Q1 | $51K | Buy |
+444
| New | +$51K | 0.01% | 279 |
|
|
2018
Q4 | – | Sell |
-13
| Closed | -$2K | – | 628 |
|
|
2018
Q3 | $2K | Sell |
13
-5
| -28% | -$769 | ﹤0.01% | 575 |
|
|
2018
Q2 | $3K | Buy |
18
+13
| +260% | +$2.17K | ﹤0.01% | 558 |
|
|
2018
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 556 |
|
|
2017
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 476 |
|