Point View Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $1.43M | Sell |
6,178
-479
| -7% | -$111K | 0.58% | 49 |
|
2020
Q3 | $1.16M | Sell |
6,657
-271
| -4% | -$47.3K | 0.55% | 54 |
|
2020
Q2 | $1.03M | Sell |
6,928
-562
| -8% | -$83.8K | 0.5% | 65 |
|
2020
Q1 | $771K | Buy |
7,490
+2,251
| +43% | +$232K | 0.42% | 83 |
|
2019
Q4 | $874K | Sell |
5,239
-687
| -12% | -$115K | 0.36% | 96 |
|
2019
Q3 | $739K | Buy |
5,926
+944
| +19% | +$118K | 0.33% | 101 |
|
2019
Q2 | $661K | Buy |
4,982
+1,468
| +42% | +$195K | 0.28% | 120 |
|
2019
Q1 | $401K | Sell |
3,514
-36
| -1% | -$4.11K | 0.18% | 162 |
|
2018
Q4 | $364K | Buy |
+3,550
| New | +$364K | 0.18% | 160 |
|