Integrated Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-543
| Closed | -$43K | – | 968 |
|
|
2016
Q3 | $43K | Hold |
543
| – | – | 0.02% | 440 |
|
|
2016
Q2 | $36K | Hold |
543
| – | – | 0.01% | 469 |
|
|
2016
Q1 | $34K | Hold |
543
| – | – | 0.01% | 441 |
|
|
2015
Q4 | $39K | Hold |
543
| – | – | 0.02% | 444 |
|
|
2015
Q3 | $33K | Hold |
543
| – | – | 0.01% | 464 |
|
|
2015
Q2 | $48K | Buy |
543
+20
| +4% | +$1.77K | 0.02% | 405 |
|
|
2015
Q1 | $47K | Buy |
+523
| New | +$47K | 0.02% | 403 |
|