DCM Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,668
| Closed | -$405K | – | 223 |
|
|
2022
Q2 | $405K | Sell |
1,668
-1,432
| -46% | -$348K | 0.18% | 122 |
|
|
2022
Q1 | $1.1M | Sell |
3,100
-476
| -13% | -$169K | 0.39% | 66 |
|
|
2021
Q4 | $1.19M | Sell |
3,576
-100
| -3% | -$33.2K | 0.35% | 73 |
|
|
2021
Q3 | $1.29M | Sell |
3,676
-909
| -20% | -$319K | 0.5% | 53 |
|
|
2021
Q2 | $1.46M | Buy |
4,585
+1,274
| +38% | +$407K | 0.83% | 29 |
|
|
2021
Q1 | $1.09M | Buy |
3,311
+1,432
| +76% | +$471K | 0.63% | 50 |
|
|
2020
Q4 | $436K | Buy |
+1,879
| New | +$436K | 0.25% | 108 |
|