J.W. Cole Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
2,107
+1,652
| +363% | +$1.24M | 0.03% | 500 |
|
|
2025
Q1 | $285K | Sell |
455
-134
| -23% | -$84K | 0.01% | 989 |
|
|
2024
Q4 | $415K | Buy |
589
+317
| +117% | +$223K | 0.02% | 671 |
|
|
2024
Q3 | $220K | Buy |
+272
| New | +$220K | 0.01% | 873 |
|
|
2020
Q1 | – | Sell |
-1,543
| Closed | -$257K | – | 471 |
|
|
2019
Q4 | $257K | Buy |
+1,543
| New | +$257K | 0.03% | 452 |
|