MorganRosel Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $226K | Hold |
300
| – | – | 0.06% | 103 |
|
2025
Q1 | $188K | Hold |
300
| – | – | 0.06% | 105 |
|
2024
Q4 | $211K | Hold |
300
| – | – | 0.07% | 103 |
|
2024
Q3 | $243K | Buy |
+300
| New | +$243K | 0.08% | 97 |
|
2024
Q2 | – | Sell |
-300
| Closed | -$216K | – | 107 |
|
2024
Q1 | $216K | Buy |
+300
| New | +$216K | 0.08% | 100 |
|