CWM

C2C Wealth Management’s United Rentals URI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,790	Closed	-$1.65M	–	221
2023 Q3	$1.65M	Hold	3,790	–	–	0.23%	44
2023 Q2	$1.72M	Sell	3,790 -25	-0.7%	-$11.3K	0.23%	45
2023 Q1	$1.43M	Buy	+3,815	New	+$1.43M	0.23%	53