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Castleview Partners’s United Rentals URI Stock Holding History

Castleview Partners’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$213K Buy
+293
New +$246K 0.11% 183
2024
Q2 		– Sell
-22
Closed -$15.9K – 1001
2024
Q1 		$15.9K Hold
22
– – 0.01% 493
2023
Q4 		$12.6K Hold
22
– – 0.01% 493
2023
Q3 		$9.78K Hold
22
– – 0.01% 429
2023
Q2 		$9.8K Sell
22
-24
-52% -$8.89K 0.01% 438
2023
Q1 		$18.2K Buy
+46
New +$19.3K 0.02% 356
2022
Q2 		– Sell
-146
Closed -$51K – 812
2022
Q1 		$51K Sell
146
-48,368
-100% -$15.8M 0.03% 347
2021
Q4 		$146 Buy
+48,514
New +$17.3M ﹤0.01% 737
2021
Q2 		$64K Buy
+200
New +$64.6K 0.03% 361

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