CAAS
Capital Asset Advisory Services’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+264
| New | +$205K | 0.01% | 263 |
|
|
2024
Q4 | – | Sell |
-291
| Closed | -$233K | – | 330 |
|
|
2024
Q3 | $233K | Buy |
+291
| New | +$233K | 0.01% | 291 |
|
|
2024
Q2 | – | Sell |
-295
| Closed | -$209K | – | 327 |
|
|
2024
Q1 | $209K | Buy |
+295
| New | +$209K | 0.01% | 305 |
|
|
2023
Q3 | – | Sell |
-467
| Closed | -$208K | – | 343 |
|
|
2023
Q2 | $208K | Buy |
+467
| New | +$208K | 0.01% | 317 |
|
|
2023
Q1 | – | Sell |
-552
| Closed | -$202K | – | 380 |
|
|
2022
Q4 | $202K | Buy |
+552
| New | +$202K | 0.02% | 355 |
|
|
2021
Q1 | – | Sell |
-69
| Closed | -$16K | – | 1465 |
|
|
2020
Q4 | $16K | Buy |
+69
| New | +$16K | ﹤0.01% | 950 |
|