LFA
Legacy Financial Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
+307
| New | +$231K | 0.04% | 315 |
|
|
2024
Q4 | – | Sell |
-283
| Closed | -$229K | – | 370 |
|
|
2024
Q3 | $229K | Buy |
+283
| New | +$229K | 0.04% | 318 |
|
|
2024
Q2 | – | Sell |
-311
| Closed | -$224K | – | 360 |
|
|
2024
Q1 | $224K | Buy |
+311
| New | +$224K | 0.04% | 296 |
|
|
2019
Q2 | – | Sell |
-97
| Closed | -$11K | – | 866 |
|
|
2019
Q1 | $11K | Hold |
97
| – | – | ﹤0.01% | 605 |
|
|
2018
Q4 | $10K | Sell |
97
-31
| -24% | -$3.2K | ﹤0.01% | 572 |
|
|
2018
Q3 | $20K | Buy |
128
+14
| +12% | +$2.19K | 0.01% | 378 |
|
|
2018
Q2 | $18K | Hold |
114
| – | – | 0.01% | 404 |
|
|
2018
Q1 | $20K | Hold |
114
| – | – | 0.01% | 370 |
|
|
2017
Q4 | $19K | Buy |
+114
| New | +$19K | 0.01% | 371 |
|