Cumberland Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-308
| Closed | -$217K | – | 196 |
|
|
2024
Q4 | $217K | Sell |
308
-280
| -48% | -$197K | 0.02% | 162 |
|
|
2024
Q3 | $476K | Buy |
588
+34
| +6% | +$27.5K | 0.03% | 156 |
|
|
2024
Q2 | $358K | Sell |
554
-80
| -13% | -$51.7K | 0.03% | 158 |
|
|
2024
Q1 | $457K | Buy |
+634
| New | +$457K | 0.03% | 163 |
|
|
2023
Q2 | – | Sell |
-1,500
| Closed | -$594K | – | 181 |
|
|
2023
Q1 | $594K | Buy |
+1,500
| New | +$594K | 0.06% | 128 |
|