Founders Financial Alliance’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-284
| Closed | -$200K | – | 653 |
|
2024
Q4 | $200K | Sell |
284
-20
| -7% | -$14.1K | 0.06% | 279 |
|
2024
Q3 | $246K | Buy |
+304
| New | +$246K | 0.07% | 251 |
|
2024
Q2 | – | Sell |
-335
| Closed | -$242K | – | 581 |
|
2024
Q1 | $242K | Buy |
+335
| New | +$242K | 0.07% | 237 |
|
2020
Q4 | – | Sell |
-315
| Closed | -$58K | – | 1202 |
|
2020
Q3 | $58K | Buy |
+315
| New | +$58K | 0.03% | 353 |
|