Homrich & Berg’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-726
| Closed | -$232K | – | 496 |
|
|
2021
Q2 | $232K | Buy |
+726
| New | +$232K | 0.01% | 424 |
|
|
2018
Q2 | – | Sell |
-10,092
| Closed | -$1.74M | – | 347 |
|
|
2018
Q1 | $1.74M | Hold |
10,092
| – | – | 0.12% | 84 |
|
|
2017
Q4 | $1.74M | Buy |
10,092
+34
| +0.3% | +$5.85K | 0.12% | 87 |
|
|
2017
Q3 | $1.4M | Buy |
+10,058
| New | +$1.4M | 0.11% | 89 |
|