Jackson Creek Investment 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
Q1 | – | Sell |
-539
| Closed | -$380K | – | 380 |
|
|
2024
Q4 | $380K | Hold |
539
| – | – | 0.11% | 261 |
|
|
2024
Q3 | $436K | Sell |
539
-13
| -2% | -$10.5K | 0.13% | 241 |
|
|
2024
Q2 | $357K | Sell |
552
-124
| -18% | -$80.2K | 0.13% | 261 |
|
|
2024
Q1 | $487K | Sell |
676
-78
| -10% | -$56.2K | 0.17% | 248 |
|
|
2023
Q4 | $432K | Sell |
754
-214
| -22% | -$123K | 0.17% | 254 |
|
|
2023
Q3 | $430K | Sell |
968
-6
| -0.6% | -$2.67K | 0.18% | 247 |
|
|
2023
Q2 | $434K | Sell |
974
-1,590
| -62% | -$708K | 0.17% | 249 |
|
|
2023
Q1 | $1.02M | Sell |
2,564
-408
| -14% | -$162K | 0.43% | 48 |
|
|
2022
Q4 | $1.06M | Buy |
2,972
+1,134
| +62% | +$403K | 0.47% | 25 |
|
|
2022
Q3 | $496K | Sell |
1,838
-59
| -3% | -$15.9K | 0.23% | 219 |
|
|
2022
Q2 | $612K | Buy |
1,897
+32
| +2% | +$10.3K | 0.25% | 204 |
|
|
2022
Q1 | $662K | Buy |
+1,865
| New | +$662K | 0.24% | 204 |
|
|
2021
Q2 | – | Sell |
-925
| Closed | -$305K | – | 358 |
|
|
2021
Q1 | $305K | Sell |
925
-411
| -31% | -$136K | 0.11% | 280 |
|
|
2020
Q4 | $310K | Sell |
1,336
-9
| -0.7% | -$2.09K | 0.12% | 264 |
|
|
2020
Q3 | $235K | Buy |
+1,345
| New | +$235K | 0.11% | 292 |
|