Kalos Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,860
| Closed | -$1.01M | – | 211 |
|
|
2017
Q4 | $1.01M | Buy |
5,860
+301
| +5% | +$51.7K | 0.47% | 56 |
|
|
2017
Q3 | $771K | Buy |
5,559
+949
| +21% | +$132K | 0.5% | 59 |
|
|
2017
Q2 | $519K | Buy |
4,610
+108
| +2% | +$12.2K | 0.47% | 61 |
|
|
2017
Q1 | $563K | Buy |
4,502
+597
| +15% | +$74.7K | 0.4% | 67 |
|
|
2016
Q4 | $412K | Buy |
3,905
+1,132
| +41% | +$119K | 0.33% | 79 |
|
|
2016
Q3 | $218K | Sell |
2,773
-1,020
| -27% | -$80.2K | 0.19% | 124 |
|
|
2016
Q2 | $255K | Buy |
+3,793
| New | +$255K | 0.2% | 127 |
|
|
2016
Q1 | – | Hold |
0
| – | -$2K | – | 481 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 586 |
|