Berman Capital Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $129K | Buy |
370
+84
| +29% | +$29.3K | 0.02% | 370 |
|
|
2021
Q2 | $90K | Buy |
286
+42
| +17% | +$13.2K | 0.01% | 413 |
|
|
2021
Q1 | $79K | Buy |
244
+125
| +105% | +$40.5K | 0.02% | 357 |
|
|
2020
Q4 | $27K | Sell |
119
-16
| -12% | -$3.63K | 0.01% | 595 |
|
|
2020
Q3 | $22K | Hold |
135
| – | – | 0.01% | 554 |
|
|
2020
Q2 | $19K | Sell |
135
-20
| -13% | -$2.82K | 0.01% | 564 |
|
|
2020
Q1 | $15K | Buy |
155
+11
| +8% | +$1.07K | ﹤0.01% | 573 |
|
|
2019
Q4 | $24K | Hold |
144
| – | – | 0.01% | 485 |
|
|
2019
Q3 | $17K | Buy |
144
+67
| +87% | +$7.91K | 0.01% | 561 |
|
|
2019
Q2 | $10K | Sell |
77
-21
| -21% | -$2.73K | ﹤0.01% | 745 |
|
|
2019
Q1 | $11K | Buy |
98
+26
| +36% | +$2.92K | ﹤0.01% | 637 |
|
|
2018
Q4 | $7K | Buy |
+72
| New | +$7K | ﹤0.01% | 609 |
|