BWM
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BKM Wealth Management’s United Rentals URI Stock Holding History

BKM Wealth Management’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-436
Closed -$314K – 197
2024
Q1 		$314K Buy
436
+395
+963% +$285K 0.14% 130
2023
Q4 		$23.5K Buy
+41
New +$23.5K 0.01% 353