PFA
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Peak Financial Advisors’s United Rentals URI Stock Holding History

Peak Financial Advisors’s Portfolio URI Stock Details URI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,310
Closed -$2.79M – 91
2024
Q2 		$2.79M Buy
+4,310
New +$2.79M 1.6% 24