Capital Advisors Ltd’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 | $313K | Sell |
415
-8
| -2% | -$6.03K | 0.04% | 220 |
|
|
2025
Q1 | $265K | Buy |
423
+8
| +2% | +$5.01K | 0.03% | 235 |
|
|
2024
Q4 | $292K | Hold |
415
| – | – | 0.04% | 225 |
|
|
2024
Q3 | $336K | Hold |
415
| – | – | 0.04% | 205 |
|
|
2024
Q2 | $268K | Sell |
415
-1
| -0.2% | -$646 | 0.03% | 226 |
|
|
2024
Q1 | $300K | Sell |
416
-18
| -4% | -$13K | 0.04% | 220 |
|
|
2023
Q4 | $249K | Hold |
434
| – | – | 0.04% | 234 |
|
|
2023
Q3 | $193K | Hold |
434
| – | – | 0.03% | 253 |
|
|
2023
Q2 | $193K | Buy |
434
+417
| +2,453% | +$185K | 0.03% | 256 |
|
|
2023
Q1 | $7K | Sell |
17
-440
| -96% | -$181K | ﹤0.01% | 625 |
|
|
2022
Q4 | $6K | Buy |
457
+443
| +3,164% | +$5.82K | ﹤0.01% | 638 |
|
|
2022
Q3 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 707 |
|
|
2022
Q1 | – | Sell |
-2
| Closed | -$1K | – | 1215 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 760 |
|