Charles Carroll Financial Partners’s United Rentals URI Stock Holding History

Charles Carroll Financial 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
2023 Q4	$7.97M	Buy
2023 Q3	$6.03M	Buy
2023 Q2	$5.12M	Sell
2023 Q1	$4.74M	Sell
2022 Q4	$4.3M	Hold
2022 Q3	$3.27M	Sell
2022 Q2	$3.21M	Sell
2022 Q1	$4.97M	Sell
2021 Q4	$5.77M	Buy