Creative Financial Designs’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 | $72.9K | Sell |
97
-1
| -1% | -$752 | 0.01% | 753 |
|
2025
Q1 | $61.2K | Buy |
98
+1
| +1% | +$624 | ﹤0.01% | 757 |
|
2024
Q4 | $68K | Sell |
97
-1
| -1% | -$701 | 0.01% | 699 |
|
2024
Q3 | $79.7K | Sell |
98
-149
| -60% | -$121K | 0.01% | 648 |
|
2024
Q2 | $160K | Buy |
247
+28
| +13% | +$18.1K | 0.01% | 479 |
|
2024
Q1 | $158K | Sell |
219
-6
| -3% | -$4.33K | 0.02% | 476 |
|
2023
Q4 | $129K | Hold |
225
| – | – | 0.01% | 488 |
|
2023
Q3 | $100K | Buy |
225
+50
| +29% | +$22.3K | 0.01% | 491 |
|
2023
Q2 | $78K | Buy |
175
+52
| +42% | +$23.2K | 0.01% | 540 |
|
2023
Q1 | $48.7K | Buy |
123
+83
| +208% | +$32.9K | 0.01% | 605 |
|
2022
Q4 | $14.2K | Hold |
40
| – | – | ﹤0.01% | 836 |
|
2022
Q3 | $11K | Hold |
40
| – | – | ﹤0.01% | 878 |
|
2022
Q2 | $10K | Hold |
40
| – | – | ﹤0.01% | 877 |
|
2022
Q1 | $14K | Sell |
40
-400
| -91% | -$140K | ﹤0.01% | 842 |
|
2021
Q4 | $146K | Sell |
440
-17
| -4% | -$5.64K | 0.02% | 365 |
|
2021
Q3 | $160K | Buy |
457
+340
| +291% | +$119K | 0.03% | 352 |
|
2021
Q2 | $37K | Hold |
117
| – | – | 0.01% | 686 |
|
2021
Q1 | $39K | Hold |
117
| – | – | 0.01% | 620 |
|
2020
Q4 | $27K | Hold |
117
| – | – | 0.01% | 657 |
|
2020
Q3 | $20K | Hold |
117
| – | – | ﹤0.01% | 664 |
|
2020
Q2 | $17K | Buy |
+117
| New | +$17K | 0.01% | 643 |
|
2017
Q4 | – | Sell |
-800
| Closed | -$111K | – | 786 |
|
2017
Q3 | $111K | Hold |
800
| – | – | 0.06% | 178 |
|
2017
Q2 | $90K | Sell |
800
-24
| -3% | -$2.7K | 0.06% | 187 |
|
2017
Q1 | $103K | Sell |
824
-50
| -6% | -$6.25K | 0.07% | 179 |
|
2016
Q4 | $92K | Buy |
+874
| New | +$92K | 0.08% | 180 |
|