Golden State Equity Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $579K | Sell |
769
-22
| -3% | -$16.6K | 0.11% | 229 |
|
2025
Q1 | $496K | Buy |
791
+158
| +25% | +$99K | 0.1% | 243 |
|
2024
Q4 | $446K | Sell |
633
-86
| -12% | -$60.6K | 0.09% | 256 |
|
2024
Q3 | $582K | Buy |
719
+117
| +19% | +$94.7K | 0.31% | 63 |
|
2024
Q2 | $389K | Buy |
+602
| New | +$389K | 0.08% | 268 |
|
2023
Q4 | $321K | Buy |
559
+61
| +12% | +$35K | 0.08% | 267 |
|
2023
Q3 | $221K | Buy |
+498
| New | +$221K | 0.06% | 297 |
|