Lake Street Private Wealth’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 | $222K | Buy |
+295
| New | +$222K | 0.03% | 238 |
|
|
2025
Q1 | – | Sell |
-304
| Closed | -$214K | – | 261 |
|
|
2024
Q4 | $214K | Hold |
304
| – | – | 0.03% | 230 |
|
|
2024
Q3 | $246K | Sell |
304
-40
| -12% | -$32.4K | 0.04% | 226 |
|
|
2024
Q2 | $222K | Sell |
344
-24
| -7% | -$15.5K | 0.03% | 296 |
|
|
2024
Q1 | $265K | Sell |
368
-13
| -3% | -$9.37K | 0.04% | 272 |
|
|
2023
Q4 | $218K | Buy |
+381
| New | +$218K | 0.03% | 286 |
|