IAM Advisory’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-902
| Closed | -$635K | – | 109 |
|
|
2024
Q4 | $635K | Buy |
902
+2
| +0.2% | +$1.41K | 0.16% | 71 |
|
|
2024
Q3 | $729K | Buy |
900
+14
| +2% | +$11.3K | 0.18% | 66 |
|
|
2024
Q2 | $573K | Sell |
886
-12
| -1% | -$7.76K | 0.16% | 69 |
|
|
2024
Q1 | $647K | Buy |
+898
| New | +$647K | 0.18% | 65 |
|
|
2023
Q2 | – | Sell |
-1,133
| Closed | -$448K | – | 100 |
|
|
2023
Q1 | $448K | Buy |
+1,133
| New | +$448K | 0.15% | 68 |
|