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 |
|