Quotient Wealth Partners’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 | $282K | Buy |
+374
| New | +$282K | 0.01% | 280 |
|
|
2025
Q1 | – | Sell |
-334
| Closed | -$236K | – | 352 |
|
|
2024
Q4 | $236K | Buy |
334
+6
| +2% | +$4.23K | 0.01% | 291 |
|
|
2024
Q3 | $266K | Buy |
328
+7
| +2% | +$5.67K | 0.01% | 268 |
|
|
2024
Q2 | $208K | Buy |
321
+4
| +1% | +$2.59K | 0.01% | 299 |
|
|
2024
Q1 | $229K | Buy |
+317
| New | +$229K | 0.01% | 279 |
|