Lipe & Dalton’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-23,153
| Closed | -$7.63M | – | 107 |
|
|
2021
Q1 | $7.63M | Sell |
23,153
-600
| -3% | -$198K | 4.23% | 2 |
|
|
2020
Q4 | $5.51M | Sell |
23,753
-520
| -2% | -$121K | 3.39% | 8 |
|
|
2020
Q3 | $4.24M | Sell |
24,273
-330
| -1% | -$57.6K | 2.94% | 9 |
|
|
2020
Q2 | $3.67M | Buy |
24,603
+502
| +2% | +$74.8K | 2.66% | 12 |
|
|
2020
Q1 | $2.48M | Sell |
24,101
-575
| -2% | -$59.2K | 2.1% | 21 |
|
|
2019
Q4 | $4.12M | Buy |
24,676
+520
| +2% | +$86.7K | 2.73% | 13 |
|
|
2019
Q3 | $3.01M | Buy |
24,156
+2,135
| +10% | +$266K | 2.2% | 18 |
|
|
2019
Q2 | $2.92M | Buy |
+22,021
| New | +$2.92M | 2.09% | 19 |
|