EFS
Essex Financial Services’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Sell |
522
-12
| -2% | -$9.04K | 0.03% | 468 |
|
|
2025
Q1 | $335K | Sell |
534
-93
| -15% | -$58.3K | 0.02% | 471 |
|
|
2024
Q4 | $442K | Buy |
627
+2
| +0.3% | +$1.41K | 0.03% | 403 |
|
|
2024
Q3 | $530K | Buy |
625
+27
| +5% | +$22.9K | 0.04% | 361 |
|
|
2024
Q2 | $412K | Buy |
598
+171
| +40% | +$118K | 0.03% | 410 |
|
|
2024
Q1 | $308K | Sell |
427
-36
| -8% | -$26K | 0.03% | 417 |
|
|
2023
Q4 | $266K | Sell |
463
-153
| -25% | -$87.8K | 0.03% | 422 |
|
|
2023
Q3 | $274K | Buy |
616
+151
| +32% | +$67.2K | 0.03% | 386 |
|
|
2023
Q2 | $207K | Buy |
+465
| New | +$207K | 0.02% | 446 |
|