GYL Financial Synergies’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$896K Sell
1,106
-137
-11% -$111K 0.07% 192
2024
Q2
$804K Sell
1,243
-303
-20% -$196K 0.06% 193
2024
Q1
$1.11M Sell
1,546
-299
-16% -$216K 0.09% 174
2023
Q4
$1.06M Sell
1,845
-45
-2% -$25.8K 0.09% 179
2023
Q3
$840K Buy
1,890
+10
+0.5% +$4.45K 0.08% 189
2023
Q2
$837K Buy
1,880
+808
+75% +$360K 0.08% 190
2023
Q1
$424K Buy
1,072
+4
+0.4% +$1.58K 0.05% 207
2022
Q4
$380K Buy
+1,068
New +$380K 0.08% 153
2022
Q1
Sell
-1,261
Closed -$419K 227
2021
Q4
$419K Hold
1,261
0.11% 136
2021
Q3
$443K Buy
1,261
+195
+18% +$68.5K 0.23% 113
2021
Q2
$340K Buy
1,066
+5
+0.5% +$1.6K 0.18% 134
2021
Q1
$349K Hold
1,061
0.19% 129
2020
Q4
$246K Buy
+1,061
New +$246K 0.14% 148
2020
Q3
Sell
-1,561
Closed -$233K 164
2020
Q2
$233K Buy
+1,561
New +$233K 0.17% 135
2020
Q1
Sell
-1,601
Closed -$267K 175
2019
Q4
$267K Buy
+1,601
New +$267K 0.12% 146
2019
Q3
Sell
-2,010
Closed -$267K 176
2019
Q2
$267K Sell
2,010
-30
-1% -$3.99K 0.14% 123
2019
Q1
$233K Buy
+2,040
New +$233K 0.13% 136