Concord Wealth Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4
| Closed | -$1.42K | – | 1231 |
|
|
2022
Q4 | $1.42K | Buy |
+4
| New | +$1.42K | ﹤0.01% | 1007 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | -$1K | – | 1093 |
|
|
2022
Q2 | $1K | Sell |
4
-6
| -60% | -$1.5K | ﹤0.01% | 1206 |
|
|
2022
Q1 | $4K | Buy |
10
+6
| +150% | +$2.4K | ﹤0.01% | 987 |
|
|
2021
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 1270 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 872 |
|
|
2021
Q2 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 1014 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 965 |
|