Independent Portfolio Consultants’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-7,930
| Closed | -$992K | – | 839 |
|
2017
Q1 | $992K | Buy |
7,930
+400
| +5% | +$50K | 0.34% | 83 |
|
2016
Q4 | $795K | Sell |
7,530
-155
| -2% | -$16.4K | 0.26% | 132 |
|
2016
Q3 | $603K | Sell |
7,685
-455
| -6% | -$35.7K | 0.19% | 194 |
|
2016
Q2 | $546K | Buy |
8,140
+470
| +6% | +$31.5K | 0.17% | 206 |
|
2016
Q1 | $477K | Sell |
7,670
-9,795
| -56% | -$609K | 0.13% | 217 |
|
2015
Q4 | $1.27M | Sell |
17,465
-11,425
| -40% | -$829K | 0.38% | 83 |
|
2015
Q3 | $1.74M | Buy |
28,890
+13,030
| +82% | +$783K | 0.38% | 83 |
|
2015
Q2 | $1.39M | Buy |
15,860
+215
| +1% | +$18.8K | 0.28% | 125 |
|
2015
Q1 | $1.43M | Sell |
15,645
-2,215
| -12% | -$202K | 0.29% | 122 |
|
2014
Q4 | $1.82M | Buy |
17,860
+10,400
| +139% | +$1.06M | 0.37% | 94 |
|
2014
Q3 | $829K | Buy |
7,460
+3,330
| +81% | +$370K | 0.22% | 113 |
|
2014
Q2 | $433K | Buy |
+4,130
| New | +$433K | 0.12% | 279 |
|