Frontier Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,298
| Closed | -$567K | – | 412 |
|
|
2017
Q4 | $567K | Sell |
3,298
-2,250
| -41% | -$387K | 0.09% | 191 |
|
|
2017
Q3 | $770K | Sell |
5,548
-2,002
| -27% | -$278K | 0.11% | 174 |
|
|
2017
Q2 | $851K | Buy |
7,550
+1,782
| +31% | +$201K | 0.13% | 165 |
|
|
2017
Q1 | $721K | Buy |
5,768
+1,627
| +39% | +$203K | 0.11% | 184 |
|
|
2016
Q4 | $437K | Buy |
4,141
+1,534
| +59% | +$162K | 0.07% | 234 |
|
|
2016
Q3 | $205K | Buy |
+2,607
| New | +$205K | 0.03% | 326 |
|