EWA
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Encompass Wealth Advisors’s United Rentals URI Stock Holding History

Encompass Wealth Advisors’s Portfolio URI Stock Details URI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-986
Closed -$798K – 134
2024
Q3 		$798K Hold
986
– – 0.2% 104
2024
Q2 		$638K Buy
986
+450
+84% +$291K 0.17% 112
2024
Q1 		$387K Buy
+536
New +$387K 0.1% 170