IAG Wealth Partners’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 |
-75
| Closed | -$60.7K | – | 543 |
|
|
2024
Q3 | $60.7K | Sell |
75
-4
| -5% | -$3.24K | 0.01% | 171 |
|
|
2024
Q2 | $51.1K | Buy |
79
+4
| +5% | +$2.59K | 0.01% | 176 |
|
|
2024
Q1 | $54.1K | Hold |
75
| – | – | 0.01% | 160 |
|
|
2023
Q4 | $43K | Hold |
75
| – | – | 0.01% | 170 |
|
|
2023
Q3 | $33.3K | Hold |
75
| – | – | 0.01% | 176 |
|
|
2023
Q2 | $33.4K | Hold |
75
| – | – | 0.01% | 192 |
|
|
2023
Q1 | $29.7K | Buy |
+75
| New | +$29.7K | 0.01% | 182 |
|