JFS Wealth 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 | $82.1K | Sell |
109
-1
| -0.9% | -$753 | 0.01% | 400 |
|
|
2025
Q1 | $68.9K | Sell |
110
-10
| -8% | -$6.27K | ﹤0.01% | 419 |
|
|
2024
Q4 | $84.5K | Hold |
120
| – | – | 0.01% | 382 |
|
|
2024
Q3 | $97.2K | Buy |
120
+2
| +2% | +$1.62K | 0.01% | 368 |
|
|
2024
Q2 | $76.3K | Hold |
118
| – | – | 0.01% | 359 |
|
|
2024
Q1 | $85.1K | Buy |
118
+7
| +6% | +$5.05K | 0.01% | 346 |
|
|
2023
Q4 | $63.7K | Buy |
111
+58
| +109% | +$33.3K | 0.01% | 373 |
|
|
2023
Q3 | $23.6K | Hold |
53
| – | – | ﹤0.01% | 502 |
|
|
2023
Q2 | $23.6K | Sell |
53
-4
| -7% | -$1.78K | ﹤0.01% | 505 |
|
|
2023
Q1 | $22.6K | Buy |
57
+1
| +2% | +$396 | ﹤0.01% | 501 |
|
|
2022
Q4 | $19.9K | Buy |
56
+5
| +10% | +$1.78K | ﹤0.01% | 536 |
|
|
2022
Q3 | $14K | Buy |
51
+41
| +410% | +$11.3K | ﹤0.01% | 650 |
|
|
2022
Q2 | $2K | Sell |
10
-31
| -76% | -$6.2K | ﹤0.01% | 1401 |
|
|
2022
Q1 | $15K | Buy |
+41
| New | +$15K | ﹤0.01% | 682 |
|