Castleview Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$10.7K | 0.01% | 438 |
|
|
2023
Q1 | $18.2K | Buy |
+46
| New | +$18.2K | 0.02% | 356 |
|
|
2022
Q2 | – | Sell |
-146
| Closed | -$51K | – | 812 |
|
|
2022
Q1 | $51K | Sell |
146
-48,368
| -100% | -$16.9M | 0.03% | 347 |
|
|
2021
Q4 | $146 | Buy |
+48,514
| New | +$146 | ﹤0.01% | 737 |
|
|
2021
Q2 | $64K | Buy |
+200
| New | +$64K | 0.03% | 361 |
|