Dynamic Advisor Solutions’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Buy |
1,034
+74
| +8% | +$55.8K | 0.02% | 506 |
|
|
2025
Q1 | $602K | Buy |
+960
| New | +$602K | 0.02% | 540 |
|
|
2024
Q4 | – | Sell |
-825
| Closed | -$668K | – | 858 |
|
|
2024
Q3 | $668K | Buy |
825
+158
| +24% | +$128K | 0.02% | 554 |
|
|
2024
Q2 | $431K | Buy |
667
+11
| +2% | +$7.12K | 0.01% | 660 |
|
|
2024
Q1 | $473K | Buy |
656
+171
| +35% | +$123K | 0.02% | 618 |
|
|
2023
Q4 | $263K | Sell |
485
-3
| -0.6% | -$1.62K | 0.01% | 760 |
|
|
2023
Q3 | $217K | Buy |
+488
| New | +$217K | 0.01% | 759 |
|