Dogwood Wealth Management’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 | $10.3K | Buy |
13
+9
| +225% | +$7.12K | 0.01% | 267 |
|
|
2025
Q1 | $2.51K | Buy |
+4
| New | +$2.51K | ﹤0.01% | 311 |
|
|
2024
Q4 | – | Hold |
0
| – | -$6 | – | 628 |
|
|
2024
Q3 | – | Hold |
0
| – | -$5 | – | 310 |
|
|
2024
Q2 | – | Hold |
0
| – | -$6 | – | 367 |
|
|
2024
Q1 | – | Hold |
0
| – | -$6 | – | 331 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 375 |
|