Naviter Wealth’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-12,011	Closed	-$4.27M	–	194
2022 Q1	$4.27M	Buy	12,011 +1,225	+11%	+$435K	1.42%	17
2021 Q4	$3.58M	Buy	+10,786	New	+$3.58M	1.07%	29