PFS Investments’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,853
| Closed | -$948K | – | 443 |
|
2021
Q4 | $948K | Sell |
2,853
-1,543
| -35% | -$513K | 0.02% | 342 |
|
2021
Q3 | $1.73M | Buy |
4,396
+1,082
| +33% | +$425K | 0.04% | 278 |
|
2021
Q2 | $1.05M | Buy |
3,314
+1,916
| +137% | +$608K | 0.02% | 300 |
|
2021
Q1 | $460K | Buy |
+1,398
| New | +$460K | 0.01% | 301 |
|