Leeward Financial Partners’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-287	Closed	-$202K	–	97
2024 Q4	$202K	Hold	287	–	–	0.07%	92
2024 Q3	$232K	Buy	+287	New	+$232K	0.09%	80