Householder Group Estate & Retirement Specialist’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 |
-530
| Closed | -$429K | – | 1179 |
|
|
2024
Q3 | $429K | Sell |
530
-74
| -12% | -$59.9K | 0.13% | 153 |
|
|
2024
Q2 | $390K | Buy |
604
+120
| +25% | +$77.5K | 0.11% | 157 |
|
|
2024
Q1 | $349K | Hold |
484
| – | – | 0.1% | 169 |
|
|
2023
Q4 | $277K | Hold |
484
| – | – | 0.09% | 197 |
|
|
2023
Q3 | $215K | Buy |
+484
| New | +$215K | 0.08% | 211 |
|
|
2023
Q1 | $247K | Buy |
+623
| New | +$247K | 0.09% | 178 |
|
|
2022
Q4 | – | Sell |
-579
| Closed | -$156K | – | 1086 |
|
|
2022
Q3 | $156K | Buy |
+579
| New | +$156K | 0.06% | 204 |
|
|
2022
Q2 | – | Sell |
-1,007
| Closed | -$358K | – | 206 |
|
|
2022
Q1 | $358K | Hold |
1,007
| – | – | 0.14% | 142 |
|
|
2021
Q4 | $335K | Buy |
+1,007
| New | +$335K | 0.12% | 154 |
|