BerganKDV 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
Q2 | $45.9K | Sell |
103
-1
| -1% | -$445 | ﹤0.01% | 388 |
|
|
2023
Q1 | $41.2K | Sell |
104
-1
| -1% | -$396 | ﹤0.01% | 416 |
|
|
2022
Q4 | $37.3K | Hold |
105
| – | – | ﹤0.01% | 409 |
|
|
2022
Q3 | $28K | Buy |
105
+21
| +25% | +$5.6K | ﹤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% | +$1.39K | ﹤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 | +$10K | ﹤0.01% | 523 |
|