HWM
Hohimer Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-116
| Closed | -$41K | – | 215 |
|
|
2021
Q3 | $41K | Sell |
116
-1,978
| -94% | -$699K | 0.01% | 183 |
|
|
2021
Q2 | $261K | Buy |
2,094
+1,804
| +622% | +$225K | 0.05% | 164 |
|
|
2021
Q1 | $95K | Buy |
+290
| New | +$95K | 0.02% | 177 |
|
|
2020
Q1 | – | Sell |
-4,400
| Closed | -$734K | – | 223 |
|
|
2019
Q4 | $734K | Buy |
+4,400
| New | +$734K | 0.26% | 146 |
|