Capstone Financial Advisors’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
Hold
0
181
2024
Q4
Sell
-252
Closed -$204K 163
2024
Q3
$204K Buy
+252
New +$204K 0.01% 138