Cape Investment Advisory’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 | $5.27K | Hold |
7
| – | – | ﹤0.01% | 746 |
|
2025
Q1 | $4.39K | Buy |
7
+1
| +17% | +$627 | ﹤0.01% | 774 |
|
2024
Q4 | $4.23K | Buy |
6
+1
| +20% | +$705 | ﹤0.01% | 780 |
|
2024
Q3 | $4.05K | Hold |
5
| – | – | ﹤0.01% | 750 |
|
2024
Q2 | $3.23K | Hold |
5
| – | – | ﹤0.01% | 738 |
|
2024
Q1 | $3.61K | Hold |
5
| – | – | ﹤0.01% | 702 |
|
2023
Q4 | $2.87K | Hold |
5
| – | – | ﹤0.01% | 877 |
|
2023
Q3 | $2.22K | Hold |
5
| – | – | ﹤0.01% | 779 |
|
2023
Q2 | $2.23K | Hold |
5
| – | – | ﹤0.01% | 762 |
|
2023
Q1 | $1.98K | Buy |
+5
| New | +$1.98K | ﹤0.01% | 812 |
|