BerganKDV Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $45.9K | Sell |
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|
2023
Q1 | $41.2K | Sell |
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|
2022
Q4 | $37.3K | Hold |
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|
2022
Q3 | $28K | Buy |
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|
2022
Q2 | $20K | Hold |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $28K | Hold |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $13K | Buy |
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|
2020
Q1 | $8K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $10K | Buy |
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