Estate Counselors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,435
| Closed | -$1.22M | – | 200 |
|
|
2022
Q1 | $1.22M | Hold |
3,435
| – | – | 0.16% | 74 |
|
|
2021
Q4 | $1.14M | Buy |
3,435
+55
| +2% | +$18.3K | 0.14% | 91 |
|
|
2021
Q3 | $1.19M | Buy |
3,380
+40
| +1% | +$14K | 0.15% | 86 |
|
|
2021
Q2 | $1.07M | Buy |
3,340
+65
| +2% | +$20.7K | 0.14% | 94 |
|
|
2021
Q1 | $1.08M | Sell |
3,275
-1,725
| -35% | -$568K | 0.16% | 76 |
|
|
2020
Q4 | $1.16M | Buy |
5,000
+1,610
| +47% | +$374K | 0.17% | 62 |
|
|
2020
Q3 | $592K | Buy |
3,390
+10
| +0.3% | +$1.75K | 0.09% | 73 |
|
|
2020
Q2 | $503K | Buy |
3,380
+160
| +5% | +$23.8K | 0.08% | 89 |
|
|
2020
Q1 | $331K | Buy |
+3,220
| New | +$331K | 0.05% | 111 |
|