Cornerstone Financial Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-2,526
| Closed | -$268K | – | 174 |
|
|
2016
Q4 | $268K | Sell |
2,526
-3,069
| -55% | -$326K | 0.09% | 136 |
|
|
2016
Q3 | $438K | Hold |
5,595
| – | – | 0.15% | 100 |
|
|
2016
Q2 | $376K | Sell |
5,595
-546
| -9% | -$36.7K | 0.13% | 116 |
|
|
2016
Q1 | $378K | Buy |
6,141
+710
| +13% | +$43.7K | 0.15% | 111 |
|
|
2015
Q4 | $395K | Buy |
+5,431
| New | +$395K | 0.15% | 110 |
|