EWM
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Edge Wealth Management’s United Rentals URI Stock Holding History

Edge Wealth Management’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-9
Closed -$3K – 436
2021
Q4 		$3K Hold
9
– – ﹤0.01% 401
2021
Q3 		$3K Buy
+9
New +$3.02K ﹤0.01% 411
2016
Q3 		– Sell
-345
Closed -$23K – 521
2016
Q2 		$23K Buy
+345
New +$22.5K 0.01% 244
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 +$34.2K 0.02% 204

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