Cassady Schiller Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $4.23K | Buy |
+6
| New | +$4.23K | ﹤0.01% | 441 |
|
2023
Q3 | – | Sell |
-50
| Closed | -$22.3K | – | 483 |
|
2023
Q2 | $22.3K | Hold |
50
| – | – | 0.01% | 274 |
|
2023
Q1 | $19.8K | Hold |
50
| – | – | 0.01% | 271 |
|
2022
Q4 | $17.8K | Buy |
+50
| New | +$17.8K | 0.01% | 277 |
|
2022
Q1 | – | Sell |
-50
| Closed | -$17K | – | 573 |
|
2021
Q4 | $17K | Buy |
+50
| New | +$17K | 0.01% | 283 |
|