Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Sell |
161
-52
| -24% | -$39.2K | 0.01% | 444 |
|
|
2025
Q1 | $133K | Buy |
213
+4
| +2% | +$2.51K | 0.02% | 391 |
|
|
2024
Q4 | $147K | Buy |
+209
| New | +$147K | 0.02% | 368 |
|
|
2020
Q2 | – | Sell |
-435
| Closed | -$45K | – | 853 |
|
|
2020
Q1 | $45K | Buy |
+435
| New | +$45K | 0.02% | 379 |
|
|
2019
Q4 | – | Sell |
-2,196
| Closed | -$274K | – | 870 |
|
|
2019
Q3 | $274K | Sell |
2,196
-530
| -19% | -$66.1K | 0.09% | 166 |
|
|
2019
Q2 | $361K | Sell |
2,726
-343
| -11% | -$45.4K | 0.11% | 149 |
|
|
2019
Q1 | $351K | Buy |
+3,069
| New | +$351K | 0.12% | 151 |
|