Great Diamond Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-269
| Closed | -$218K | – | 205 |
|
|
2024
Q3 | $218K | Buy |
+269
| New | +$218K | 0.06% | 182 |
|
|
2024
Q1 | – | Sell |
-360
| Closed | -$206K | – | 241 |
|
|
2023
Q4 | $206K | Buy |
+360
| New | +$206K | 0.05% | 226 |
|
|
2020
Q1 | – | Sell |
-341
| Closed | -$56K | – | 582 |
|
|
2019
Q4 | $56K | Buy |
+341
| New | +$56K | 0.02% | 287 |
|