MSWM
Mader & Shannon Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,141
| Closed | -$1.69M | – | 21 |
|
|
2019
Q4 | $1.69M | Buy |
10,141
+888
| +10% | +$148K | 1.36% | 14 |
|
|
2019
Q3 | $1.15M | Sell |
9,253
-630
| -6% | -$78.5K | 0.91% | 18 |
|
|
2019
Q2 | $1.31M | Buy |
+9,883
| New | +$1.31M | 1.11% | 14 |
|
|
2015
Q1 | – | Sell |
-43,835
| Closed | -$4.47M | – | 31 |
|
|
2014
Q4 | $4.47M | Buy |
+43,835
| New | +$4.47M | 3.01% | 19 |
|