Cetera Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $4.45M | Buy |
6,176
+3,672
| +147% | +$2.65M | 0.04% | 502 |
|
2023
Q4 | $1.44M | Sell |
2,504
-275
| -10% | -$158K | 0.02% | 625 |
|
2023
Q3 | $1.24M | Sell |
2,779
-57
| -2% | -$25.3K | 0.02% | 641 |
|
2023
Q2 | $1.26M | Buy |
2,836
+340
| +14% | +$151K | 0.02% | 636 |
|
2023
Q1 | $988K | Buy |
2,496
+223
| +10% | +$88.3K | 0.02% | 697 |
|
2022
Q4 | $808K | Buy |
2,273
+347
| +18% | +$123K | 0.01% | 755 |
|
2022
Q3 | $520K | Sell |
1,926
-51
| -3% | -$13.8K | 0.01% | 768 |
|
2022
Q2 | $480K | Sell |
1,977
-890
| -31% | -$216K | 0.01% | 859 |
|
2022
Q1 | $1.02M | Buy |
2,867
+103
| +4% | +$36.6K | 0.02% | 599 |
|
2021
Q4 | $918K | Buy |
2,764
+40
| +1% | +$13.3K | 0.02% | 640 |
|
2021
Q3 | $956K | Buy |
2,724
+51
| +2% | +$17.9K | 0.02% | 627 |
|
2021
Q2 | $853K | Buy |
2,673
+683
| +34% | +$218K | 0.02% | 609 |
|
2021
Q1 | $655K | Buy |
1,990
+41
| +2% | +$13.5K | 0.02% | 630 |
|
2020
Q4 | $452K | Sell |
1,949
-141
| -7% | -$32.7K | 0.01% | 671 |
|
2020
Q3 | $365K | Buy |
2,090
+43
| +2% | +$7.51K | 0.01% | 667 |
|
2020
Q2 | $305K | Sell |
2,047
-389
| -16% | -$58K | 0.01% | 698 |
|
2020
Q1 | $251K | Sell |
2,436
-1,305
| -35% | -$134K | 0.01% | 656 |
|
2019
Q4 | $626K | Sell |
3,741
-124
| -3% | -$20.8K | 0.03% | 487 |
|
2019
Q3 | $481K | Buy |
3,865
+131
| +4% | +$16.3K | 0.02% | 562 |
|
2019
Q2 | $495K | Sell |
3,734
-231
| -6% | -$30.6K | 0.02% | 562 |
|
2019
Q1 | $452K | Sell |
3,965
-565
| -12% | -$64.4K | 0.02% | 523 |
|
2018
Q4 | $464K | Sell |
4,530
-316
| -7% | -$32.4K | 0.03% | 495 |
|
2018
Q3 | $793K | Buy |
4,846
+390
| +9% | +$63.8K | 0.04% | 410 |
|
2018
Q2 | $656K | Sell |
4,456
-58
| -1% | -$8.54K | 0.04% | 430 |
|
2018
Q1 | $780K | Buy |
4,514
+107
| +2% | +$18.5K | 0.05% | 361 |
|
2017
Q4 | $759K | Hold |
4,407
| – | – | 0.05% | 347 |
|
2017
Q3 | $613K | Buy |
4,407
+1,000
| +29% | +$139K | 0.04% | 414 |
|
2017
Q2 | $382K | Buy |
3,407
+953
| +39% | +$107K | 0.02% | 545 |
|
2017
Q1 | $309K | Buy |
+2,454
| New | +$309K | 0.02% | 569 |
|