Laidlaw Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-345
| Closed | -$249K | – | 185 |
|
|
2024
Q1 | $249K | Sell |
345
-1,824
| -84% | -$1.32M | 0.14% | 151 |
|
|
2023
Q4 | $1.24M | Sell |
2,169
-11
| -0.5% | -$6.31K | 0.45% | 67 |
|
|
2023
Q3 | $969K | Sell |
2,180
-32
| -1% | -$14.2K | 0.32% | 88 |
|
|
2023
Q2 | $985K | Sell |
2,212
-48
| -2% | -$21.4K | 0.19% | 125 |
|
|
2023
Q1 | $894K | Sell |
2,260
-25
| -1% | -$9.89K | 0.18% | 132 |
|
|
2022
Q4 | $812K | Buy |
+2,285
| New | +$812K | 0.17% | 146 |
|
|
2022
Q3 | – | Sell |
-2,267
| Closed | -$551K | – | 372 |
|
|
2022
Q2 | $551K | Buy |
2,267
+14
| +0.6% | +$3.4K | 0.11% | 186 |
|
|
2022
Q1 | $800K | Buy |
2,253
+157
| +7% | +$55.7K | 0.13% | 158 |
|
|
2021
Q4 | $696K | Buy |
+2,096
| New | +$696K | 0.11% | 181 |
|
|
2021
Q1 | – | Sell |
-2,023
| Closed | -$469K | – | 355 |
|
|
2020
Q4 | $469K | Sell |
2,023
-34
| -2% | -$7.88K | 0.1% | 197 |
|
|
2020
Q3 | $359K | Buy |
2,057
+70
| +4% | +$12.2K | 0.16% | 132 |
|
|
2020
Q2 | $296K | Buy |
+1,987
| New | +$296K | 0.15% | 134 |
|
|
2020
Q1 | – | Sell |
-1,605
| Closed | -$268K | – | 172 |
|
|
2019
Q4 | $268K | Buy |
+1,605
| New | +$268K | 0.17% | 134 |
|