GA
Gateway Advisory’s United Rentals URI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $677K | Sell |
836
-21
| -2% | -$17K | 0.11% | 73 |
|
2024
Q2 | $554K | Buy |
857
+68
| +9% | +$44K | 0.09% | 86 |
|
2024
Q1 | $569K | Buy |
789
+259
| +49% | +$187K | 0.1% | 84 |
|
2023
Q4 | $304K | Buy |
+530
| New | +$304K | 0.06% | 89 |
|
2023
Q2 | – | Sell |
-1,319
| Closed | -$522K | – | 112 |
|
2023
Q1 | $522K | Buy |
+1,319
| New | +$522K | 0.12% | 58 |
|
2022
Q1 | – | Sell |
-1,344
| Closed | -$447K | – | 117 |
|
2021
Q4 | $447K | Sell |
1,344
-150
| -10% | -$49.9K | 0.1% | 69 |
|
2021
Q3 | $524K | Buy |
1,494
+29
| +2% | +$10.2K | 0.11% | 61 |
|
2021
Q2 | $467K | Buy |
1,465
+709
| +94% | +$226K | 0.1% | 67 |
|
2021
Q1 | $249K | Buy |
+756
| New | +$249K | 0.06% | 62 |
|