PWAG
Polaris Wealth Advisory Group’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,444
| Closed | -$289K | – | 177 |
|
|
2019
Q1 | $289K | Buy |
+2,444
| New | +$289K | 0.02% | 136 |
|
|
2015
Q1 | – | Sell |
-4,640
| Closed | -$473K | – | 92 |
|
|
2014
Q4 | $473K | Buy |
4,640
+100
| +2% | +$10.2K | 0.1% | 66 |
|
|
2014
Q3 | $504K | Buy |
4,540
+315
| +7% | +$35K | 0.11% | 55 |
|
|
2014
Q2 | $442K | Buy |
+4,225
| New | +$442K | 0.1% | 61 |
|