OWA
Opal Wealth Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $330K | Buy |
438
+4
| +0.9% | +$3.01K | 0.09% | 120 |
|
|
2025
Q1 | $272K | Buy |
434
+31
| +8% | +$19.4K | 0.08% | 133 |
|
|
2024
Q4 | $284K | Buy |
403
+51
| +14% | +$35.9K | 0.09% | 134 |
|
|
2024
Q3 | $285K | Buy |
352
+26
| +8% | +$21.1K | 0.09% | 130 |
|
|
2024
Q2 | $211K | Sell |
326
-92
| -22% | -$59.5K | 0.07% | 169 |
|
|
2024
Q1 | $301K | Buy |
+418
| New | +$301K | 0.1% | 126 |
|