Provenance Wealth Advisors’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 | $155K | Hold |
206
| – | – | 0.02% | 135 |
|
|
2025
Q1 | $129K | Hold |
206
| – | – | 0.02% | 161 |
|
|
2024
Q4 | $145K | Hold |
206
| – | – | 0.02% | 163 |
|
|
2024
Q3 | $167K | Buy |
206
+200
| +3,333% | +$162K | 0.02% | 159 |
|
|
2024
Q2 | $3.88K | Sell |
6
-200
| -97% | -$129K | ﹤0.01% | 336 |
|
|
2024
Q1 | $149K | Buy |
206
+197
| +2,189% | +$142K | 0.02% | 161 |
|
|
2023
Q4 | $5.16K | Buy |
9
+4
| +80% | +$2.29K | ﹤0.01% | 360 |
|
|
2023
Q3 | $2.22K | Buy |
+5
| New | +$2.22K | ﹤0.01% | 312 |
|