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	103 -1	-1%	-$371	﹤0.01%	388
2023 Q1	$41.2K	Sell	104 -1	-1%	-$420	﹤0.01%	416
2022 Q4	$37.3K	Hold	105	–	–	﹤0.01%	409
2022 Q3	$28K	Buy	105 +21	+25%	+$6.11K	﹤0.01%	445
2022 Q2	$20K	Hold	84	–	–	﹤0.01%	497
2022 Q1	$30K	Hold	84	–	–	﹤0.01%	466
2021 Q4	$28K	Hold	84	–	–	﹤0.01%	497
2021 Q3	$29K	Hold	84	–	–	﹤0.01%	474
2021 Q2	$27K	Hold	84	–	–	﹤0.01%	482
2021 Q1	$28K	Hold	84	–	–	﹤0.01%	441
2020 Q4	$19K	Hold	84	–	–	﹤0.01%	487
2020 Q3	$15K	Hold	84	–	–	﹤0.01%	460
2020 Q2	$13K	Buy	84 +9	+12%	+$1.14K	﹤0.01%	507
2020 Q1	$8K	Hold	75	–	–	﹤0.01%	522
2019 Q4	$13K	Hold	75	–	–	﹤0.01%	505
2019 Q3	$9K	Hold	75	–	–	﹤0.01%	518
2019 Q2	$10K	Buy	+75	New	+$9.52K	﹤0.01%	523