Clearstead Trust’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 | $11.3K | Sell |
15
-3
| -17% | -$2.26K | ﹤0.01% | 559 |
|
|
2025
Q1 | $11.3K | Buy |
+18
| New | +$11.3K | ﹤0.01% | 446 |
|
|
2023
Q3 | – | Sell |
-2,449
| Closed | -$969K | – | 456 |
|
|
2023
Q2 | $969K | Sell |
2,449
-17
| -0.7% | -$6.73K | 0.31% | 59 |
|
|
2023
Q1 | $976K | Buy |
+2,466
| New | +$976K | 0.31% | 63 |
|