BSW Wealth Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
525
-12
| -2% | -$9.04K | 0.05% | 197 |
|
|
2025
Q1 | $337K | Sell |
537
-25
| -4% | -$15.7K | 0.05% | 216 |
|
|
2024
Q4 | $396K | Buy |
562
+19
| +3% | +$13.4K | 0.06% | 189 |
|
|
2024
Q3 | $440K | Buy |
543
+83
| +18% | +$67.2K | 0.07% | 169 |
|
|
2024
Q2 | $297K | Sell |
460
-1
| -0.2% | -$647 | 0.05% | 208 |
|
|
2024
Q1 | $332K | Sell |
461
-24
| -5% | -$17.3K | 0.06% | 203 |
|
|
2023
Q4 | $278K | Sell |
485
-2
| -0.4% | -$1.15K | 0.06% | 213 |
|
|
2023
Q3 | $217K | Sell |
487
-59
| -11% | -$26.2K | 0.05% | 220 |
|
|
2023
Q2 | $243K | Sell |
546
-47
| -8% | -$20.9K | 0.05% | 219 |
|
|
2023
Q1 | $235K | Buy |
593
+1
| +0.2% | +$396 | 0.05% | 264 |
|
|
2022
Q4 | $210K | Buy |
+592
| New | +$210K | 0.05% | 274 |
|