Private Advisory Group’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,027
| Closed | -$741K | – | 208 |
|
|
2024
Q1 | $741K | Buy |
+1,027
| New | +$741K | 0.11% | 118 |
|
|
2023
Q4 | – | Sell |
-1,196
| Closed | -$532K | – | 232 |
|
|
2023
Q3 | $532K | Buy |
1,196
+210
| +21% | +$93.4K | 0.11% | 133 |
|
|
2023
Q2 | $439K | Buy |
+986
| New | +$439K | 0.09% | 154 |
|
|
2022
Q1 | – | Sell |
-788
| Closed | -$262K | – | 204 |
|
|
2021
Q4 | $262K | Buy |
788
+204
| +35% | +$67.8K | 0.05% | 130 |
|
|
2021
Q3 | $205K | Sell |
584
-2,448
| -81% | -$859K | 0.05% | 117 |
|
|
2021
Q2 | $967K | Buy |
3,032
+393
| +15% | +$125K | 0.24% | 63 |
|
|
2021
Q1 | $869K | Buy |
2,639
+155
| +6% | +$51K | 0.25% | 64 |
|
|
2020
Q4 | $576K | Buy |
+2,484
| New | +$576K | 0.19% | 80 |
|