FMA Advisory’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 |
-10,300
| Closed | -$1.72M | – | 157 |
|
|
2019
Q4 | $1.72M | Sell |
10,300
-100
| -1% | -$16.7K | 0.69% | 51 |
|
|
2019
Q3 | $1.3M | Buy |
10,400
+225
| +2% | +$28K | 0.56% | 56 |
|
|
2019
Q2 | $1.35M | Buy |
10,175
+110
| +1% | +$14.6K | 0.6% | 56 |
|
|
2019
Q1 | $1.15M | Buy |
10,065
+685
| +7% | +$78.3K | 0.53% | 61 |
|
|
2018
Q4 | $962K | Buy |
+9,380
| New | +$962K | 0.5% | 64 |
|
|
2015
Q2 | $1.39M | Buy |
+15,805
| New | +$1.39M | 0.87% | 36 |
|
|
2014
Q4 | $1.65M | Hold |
16,185
| – | – | 0.58% | 68 |
|
|
2014
Q3 | $1.8M | Buy |
+16,185
| New | +$1.8M | 0.66% | 61 |
|