Evolution Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-27
| Closed | -$9K | – | 607 |
|
2021
Q3 | $9K | Hold |
27
| – | – | ﹤0.01% | 417 |
|
2021
Q2 | $9K | Hold |
27
| – | – | ﹤0.01% | 431 |
|
2021
Q1 | $9K | Hold |
27
| – | – | ﹤0.01% | 436 |
|
2020
Q4 | $6K | Hold |
27
| – | – | ﹤0.01% | 425 |
|
2020
Q3 | $5K | Hold |
27
| – | – | ﹤0.01% | 444 |
|
2020
Q2 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 408 |
|
2019
Q3 | – | Sell |
-25
| Closed | -$3K | – | 588 |
|
2019
Q2 | $3K | Buy |
+25
| New | +$3K | ﹤0.01% | 367 |
|