Lake Street Advisors Group’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $929K | Buy |
1,319
+8
| +0.6% | +$5.64K | 0.04% | 232 |
|
|
2024
Q3 | $1.06M | Sell |
1,311
-15
| -1% | -$12.1K | 0.05% | 208 |
|
|
2024
Q2 | $858K | Sell |
1,326
-68
| -5% | -$44K | 0.04% | 238 |
|
|
2024
Q1 | $1.01M | Sell |
1,394
-62
| -4% | -$44.7K | 0.05% | 231 |
|
|
2023
Q4 | $835K | Buy |
+1,456
| New | +$835K | 0.04% | 247 |
|
|
2021
Q3 | – | Sell |
-721
| Closed | -$261K | – | 413 |
|
|
2021
Q2 | $261K | Buy |
721
+90
| +14% | +$32.6K | 0.02% | 270 |
|
|
2021
Q1 | $208K | Buy |
+631
| New | +$208K | 0.02% | 303 |
|