Integrated Wealth Concepts’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 |
-382
| Closed | -$269K | – | 1831 |
|
|
2024
Q4 | $269K | Buy |
382
+27
| +8% | +$19K | ﹤0.01% | 1432 |
|
|
2024
Q3 | $288K | Buy |
355
+25
| +8% | +$20.3K | ﹤0.01% | 1370 |
|
|
2024
Q2 | $214K | Sell |
330
-382
| -54% | -$247K | ﹤0.01% | 1489 |
|
|
2024
Q1 | $513K | Buy |
+712
| New | +$513K | 0.01% | 1046 |
|
|
2023
Q3 | – | Sell |
-1,165
| Closed | -$519K | – | 1630 |
|
|
2023
Q2 | $519K | Buy |
1,165
+659
| +130% | +$294K | 0.01% | 972 |
|
|
2023
Q1 | $200K | Buy |
+506
| New | +$200K | ﹤0.01% | 1224 |
|
|
2022
Q2 | – | Sell |
-576
| Closed | -$205K | – | 1076 |
|
|
2022
Q1 | $205K | Sell |
576
-308
| -35% | -$110K | 0.01% | 876 |
|
|
2021
Q4 | $294K | Buy |
884
+137
| +18% | +$45.6K | 0.01% | 782 |
|
|
2021
Q3 | $262K | Buy |
+747
| New | +$262K | 0.01% | 792 |
|