Castle Rock 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
2022
Q2
Sell
-1,216
Closed -$427K 250
2022
Q1
$427K Sell
1,216
-1,632
-57% -$573K 0.2% 141
2021
Q4
$846K Buy
+2,848
New +$846K 0.35% 82