Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-12,137
| Closed | -$1.28M | – | 421 |
|
|
2017
Q1 | $1.28M | Sell |
12,137
-53
| -0.4% | -$5.59K | 0.29% | 101 |
|
|
2016
Q4 | $1.29M | Sell |
12,190
-3,226
| -21% | -$340K | 0.29% | 101 |
|
|
2016
Q3 | $1.21M | Buy |
15,416
+549
| +4% | +$43.1K | 0.15% | 175 |
|
|
2016
Q2 | $998K | Buy |
14,867
+23
| +0.2% | +$1.54K | 0.14% | 208 |
|
|
2016
Q1 | $921K | Sell |
14,844
-3,200
| -18% | -$199K | 0.12% | 212 |
|
|
2015
Q4 | $1.31M | Buy |
18,044
+360
| +2% | +$26.2K | 0.18% | 141 |
|
|
2015
Q3 | $1.06M | Buy |
17,684
+712
| +4% | +$42.7K | 0.14% | 177 |
|
|
2015
Q2 | $1.5M | Buy |
16,972
+182
| +1% | +$16K | 0.19% | 134 |
|
|
2015
Q1 | $1.02M | Buy |
16,790
+236
| +1% | +$14.3K | 0.29% | 82 |
|
|
2014
Q4 | $1.68M | Buy |
16,554
+2,836
| +21% | +$288K | 0.26% | 100 |
|
|
2014
Q3 | $1.52M | Sell |
13,718
-342
| -2% | -$37.9K | 0.21% | 77 |
|
|
2014
Q2 | $1.43M | Buy |
14,060
+521
| +4% | +$53.1K | 0.18% | 76 |
|
|
2014
Q1 | $1.25M | Sell |
13,539
-367
| -3% | -$33.8K | 0.16% | 100 |
|
|
2013
Q4 | $1.09M | Buy |
13,906
+141
| +1% | +$11K | 0.14% | 120 |
|
|
2013
Q3 | $800K | Buy |
13,765
+863
| +7% | +$50.2K | 0.11% | 166 |
|
|
2013
Q2 | $639K | Buy |
+12,902
| New | +$639K | 0.1% | 181 |
|