Claro Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
407
-36
| -8% | -$27.1K | 0.05% | 288 |
|
|
2025
Q1 | $278K | Sell |
443
-12
| -3% | -$7.52K | 0.04% | 406 |
|
|
2024
Q4 | $321K | Sell |
455
-19
| -4% | -$13.4K | 0.04% | 342 |
|
|
2024
Q3 | $384K | Hold |
474
| – | – | 0.05% | 317 |
|
|
2024
Q2 | $307K | Buy |
474
+29
| +7% | +$18.8K | 0.05% | 321 |
|
|
2024
Q1 | $321K | Buy |
445
+3
| +0.7% | +$2.16K | 0.06% | 309 |
|
|
2023
Q4 | $253K | Buy |
+442
| New | +$253K | 0.05% | 321 |
|
|
2019
Q1 | – | Sell |
-8
| Closed | -$1K | – | 878 |
|
|
2018
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1056 |
|