Crewe Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-76
| Closed | -$49.2K | – | 983 |
|
|
2024
Q2 | $49.2K | Buy |
76
+39
| +105% | +$25.2K | 0.01% | 372 |
|
|
2024
Q1 | $26.7K | Buy |
+37
| New | +$26.7K | ﹤0.01% | 456 |
|
|
2023
Q4 | – | Sell |
-1
| Closed | -$445 | – | 687 |
|
|
2023
Q3 | $445 | Hold |
1
| – | – | ﹤0.01% | 394 |
|
|
2023
Q2 | $446 | Buy |
+1
| New | +$446 | ﹤0.01% | 639 |
|
|
2023
Q1 | – | Sell |
-21
| Closed | -$7.46K | – | 1027 |
|
|
2022
Q4 | $7.46K | Sell |
21
-29
| -58% | -$10.3K | ﹤0.01% | 602 |
|
|
2022
Q3 | $14K | Buy |
50
+6
| +14% | +$1.68K | ﹤0.01% | 574 |
|
|
2022
Q2 | $11K | Buy |
+44
| New | +$11K | ﹤0.01% | 580 |
|
|
2021
Q3 | – | Sell |
-5
| Closed | -$2K | – | 466 |
|
|
2021
Q2 | $2K | Sell |
5
-21
| -81% | -$8.4K | ﹤0.01% | 416 |
|
|
2021
Q1 | $9K | Hold |
26
| – | – | ﹤0.01% | 307 |
|
|
2020
Q4 | $6K | Sell |
26
-14
| -35% | -$3.23K | ﹤0.01% | 346 |
|
|
2020
Q3 | $7K | Buy |
+40
| New | +$7K | ﹤0.01% | 307 |
|