Perfromance Wealth Partners’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 | $250K | Hold |
332
| – | – | 0.01% | 162 |
|
|
2025
Q1 | $208K | Buy |
332
+1
| +0.3% | +$626 | 0.01% | 164 |
|
|
2024
Q4 | $233K | Buy |
331
+1
| +0.3% | +$704 | 0.01% | 161 |
|
|
2024
Q3 | $267K | Buy |
330
+5
| +2% | +$4.05K | 0.01% | 159 |
|
|
2024
Q2 | $210K | Hold |
325
| – | – | 0.01% | 155 |
|
|
2024
Q1 | $234K | Buy |
+325
| New | +$234K | 0.01% | 140 |
|