Financial Gravity Asset Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11
| Closed | -$8.03K | – | 2481 |
|
|
2024
Q1 | $8.03K | Buy |
+11
| New | +$8.03K | ﹤0.01% | 762 |
|
|
2023
Q4 | – | Hold |
0
| – | -$336 | – | 1070 |
|
|
2023
Q3 | – | Sell |
-445
| Closed | -$12.9K | – | 857 |
|
|
2023
Q2 | $12.9K | Buy |
445
+49
| +12% | +$1.42K | 0.04% | 235 |
|
|
2023
Q1 | $329 | Buy |
396
+41
| +12% | +$34 | 0.01% | 523 |
|
|
2022
Q4 | $16.4K | Sell |
355
-2,075
| -85% | -$95.7K | 0.09% | 137 |
|
|
2022
Q3 | $347 | Buy |
2,430
+243
| +11% | +$35 | 0.01% | 448 |
|
|
2022
Q2 | $312 | Sell |
2,187
-653
| -23% | -$93 | 0.01% | 461 |
|
|
2022
Q1 | $454 | Sell |
2,840
-148
| -5% | -$24 | 0.01% | 416 |
|
|
2021
Q4 | $434 | Buy |
2,988
+2,987
| +298,700% | +$434 | 0.01% | 503 |
|
|
2021
Q3 | $351K | Hold |
1
| – | – | 0.17% | 108 |
|
|
2021
Q2 | $319K | Sell |
1
-2
| -67% | -$638K | 0.11% | 120 |
|
|
2021
Q1 | $1.07K | Sell |
3
-1
| -25% | -$356 | 0.02% | 287 |
|
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 455 |
|
|
2019
Q4 | – | Sell |
-1
| Closed | – | – | 1725 |
|
|
2019
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 1608 |
|
|
2019
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1692 |
|
|
2019
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 1569 |
|
|
2018
Q3 | $17K | Sell |
158
-116
| -42% | -$12.5K | 0.02% | 496 |
|
|
2018
Q2 | $41K | Buy |
274
+2
| +0.7% | +$299 | 0.04% | 376 |
|
|
2018
Q1 | $41K | Buy |
+272
| New | +$41K | 0.04% | 362 |
|