KFS
Kaizen Financial Strategies’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,009
| Closed | -$788K | – | 124 |
|
|
2022
Q4 | $788K | Sell |
2,009
-400
| -17% | -$157K | 0.78% | 35 |
|
|
2022
Q3 | $651K | Buy |
2,409
+186
| +8% | +$50.3K | 0.66% | 39 |
|
|
2022
Q2 | $540K | Sell |
2,223
-70
| -3% | -$17K | 0.53% | 48 |
|
|
2022
Q1 | $814K | Sell |
2,293
-386
| -14% | -$137K | 0.64% | 36 |
|
|
2021
Q4 | $890K | Sell |
2,679
-766
| -22% | -$254K | 0.67% | 42 |
|
|
2021
Q3 | $1.21M | Buy |
+3,445
| New | +$1.21M | 0.97% | 24 |
|
|
2021
Q1 | $724K | Buy |
+2,200
| New | +$724K | 0.69% | 46 |
|