First Personal Financial Services’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5
| Closed | -$1K | – | 520 |
|
|
2019
Q4 | $1K | Sell |
5
-154
| -97% | -$30.8K | ﹤0.01% | 500 |
|
|
2019
Q3 | $20K | Hold |
159
| – | – | 0.01% | 326 |
|
|
2019
Q2 | $21K | Buy |
159
+5
| +3% | +$660 | 0.01% | 400 |
|
|
2019
Q1 | $18K | Sell |
154
-10
| -6% | -$1.17K | 0.01% | 415 |
|
|
2018
Q4 | $17K | Hold |
164
| – | – | 0.01% | 402 |
|
|
2018
Q3 | $27K | Hold |
164
| – | – | 0.01% | 370 |
|
|
2018
Q2 | $24K | Sell |
164
-563
| -77% | -$82.4K | 0.01% | 375 |
|
|
2018
Q1 | $125K | Sell |
727
-286
| -28% | -$49.2K | 0.03% | 265 |
|
|
2017
Q4 | $174K | Buy |
1,013
+142
| +16% | +$24.4K | 0.03% | 255 |
|
|
2017
Q3 | $121K | Hold |
871
| – | – | 0.03% | 286 |
|
|
2017
Q2 | $98K | Buy |
871
+11
| +1% | +$1.24K | 0.02% | 318 |
|
|
2017
Q1 | $108K | Hold |
860
| – | – | 0.03% | 274 |
|
|
2016
Q4 | $91K | Buy |
860
+11
| +1% | +$1.16K | 0.02% | 295 |
|
|
2016
Q3 | $67K | Buy |
849
+94
| +12% | +$7.42K | 0.02% | 243 |
|
|
2016
Q2 | $51K | Buy |
+755
| New | +$51K | 0.02% | 260 |
|