Circle 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
2024 Q4	–	Sell	-266	Closed	-$215K	–	224
2024 Q3	$215K	Buy	+266	New	+$215K	﹤0.01%	208
2024 Q2	–	Sell	-337	Closed	-$243K	–	232
2024 Q1	$243K	Buy	+337	New	+$243K	0.01%	182