Lenox Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $25K | Buy |
79
+6
| +8% | +$1.9K | ﹤0.01% | 348 |
|
|
2021
Q4 | $24K | Buy |
73
+4
| +6% | +$1.32K | ﹤0.01% | 367 |
|
|
2021
Q3 | $24K | Hold |
69
| – | – | ﹤0.01% | 337 |
|
|
2021
Q2 | $22K | Hold |
69
| – | – | ﹤0.01% | 344 |
|
|
2021
Q1 | $23K | Hold |
69
| – | – | ﹤0.01% | 295 |
|
|
2020
Q4 | $16K | Hold |
69
| – | – | ﹤0.01% | 352 |
|
|
2020
Q3 | $12K | Hold |
69
| – | – | ﹤0.01% | 357 |
|
|
2020
Q2 | $10K | Hold |
69
| – | – | ﹤0.01% | 383 |
|
|
2020
Q1 | $7K | Sell |
69
-2
| -3% | -$203 | ﹤0.01% | 390 |
|
|
2019
Q4 | $12K | Buy |
71
+2
| +3% | +$338 | ﹤0.01% | 399 |
|
|
2019
Q3 | $9K | Hold |
69
| – | – | ﹤0.01% | 373 |
|
|
2019
Q2 | $9K | Hold |
69
| – | – | ﹤0.01% | 288 |
|
|
2019
Q1 | $8K | Hold |
69
| – | – | ﹤0.01% | 300 |
|
|
2018
Q4 | $7K | Sell |
69
-13
| -16% | -$1.32K | ﹤0.01% | 278 |
|
|
2018
Q3 | $13K | Sell |
82
-43
| -34% | -$6.82K | ﹤0.01% | 254 |
|
|
2018
Q2 | $18K | Sell |
125
-71
| -36% | -$10.2K | ﹤0.01% | 276 |
|
|
2018
Q1 | $34K | Buy |
196
+179
| +1,053% | +$31.1K | 0.01% | 206 |
|
|
2017
Q4 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 301 |
|