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Confluence Wealth Services’s United Rentals URI Stock Holding History

Confluence Wealth Services’s Portfolio URI Stock Details URI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$383K Sell
508
-94
-16% -$70.8K 0.02% 279
2025
Q1 		$355K Buy
+602
New +$355K 0.02% 273
2022
Q1 		– Sell
-9
Closed -$2K – 1106
2021
Q4 		$2K Buy
+9
New +$2K ﹤0.01% 1164