Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-9
| Closed | -$3K | – | 435 |
|
|
2021
Q4 | $3K | Hold |
9
| – | – | ﹤0.01% | 400 |
|
|
2021
Q3 | $3K | Buy |
+9
| New | +$3K | ﹤0.01% | 411 |
|
|
2016
Q3 | – | Sell |
-345
| Closed | -$23K | – | 513 |
|
|
2016
Q2 | $23K | Buy |
+345
| New | +$23K | 0.01% | 242 |
|
|
2015
Q3 | – | Sell |
-350
| Closed | -$31K | – | 483 |
|
|
2015
Q2 | $31K | Hold |
350
| – | – | 0.01% | 222 |
|
|
2015
Q1 | $32K | Hold |
350
| – | – | 0.01% | 221 |
|
|
2014
Q4 | $36K | Hold |
350
| – | – | 0.01% | 221 |
|
|
2014
Q3 | $39K | Hold |
350
| – | – | 0.02% | 212 |
|
|
2014
Q2 | $37K | Buy |
+350
| New | +$37K | 0.02% | 204 |
|