Impact Partnership Wealth’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-100
Closed -$72.1K 665
2024
Q1
$72.1K Hold
100
0.03% 286
2023
Q4
$57.3K Sell
100
-30
-23% -$17.2K 0.02% 307
2023
Q3
$57.8K Buy
130
+96
+282% +$42.7K 0.02% 378
2023
Q2
$15.1K Buy
+34
New +$15.1K 0.01% 379