Reilly Financial Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $74K | Buy |
224
+15
| +7% | +$4.96K | 0.01% | 337 |
|
|
2021
Q3 | $73K | Sell |
209
-4
| -2% | -$1.4K | 0.01% | 317 |
|
|
2021
Q2 | $68K | Buy |
213
+100
| +88% | +$31.9K | 0.01% | 328 |
|
|
2021
Q1 | $37K | Hold |
113
| – | – | ﹤0.01% | 417 |
|
|
2020
Q4 | $26K | Buy |
113
+13
| +13% | +$2.99K | ﹤0.01% | 448 |
|
|
2020
Q3 | $17K | Hold |
100
| – | – | ﹤0.01% | 474 |
|
|
2020
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 506 |
|
|
2020
Q1 | $10K | Buy |
100
+25
| +33% | +$2.5K | ﹤0.01% | 548 |
|
|
2019
Q4 | $13K | Hold |
75
| – | – | ﹤0.01% | 592 |
|
|
2019
Q3 | $9K | Hold |
75
| – | – | ﹤0.01% | 656 |
|
|
2019
Q2 | $10K | Hold |
75
| – | – | ﹤0.01% | 676 |
|
|
2019
Q1 | $9K | Hold |
75
| – | – | ﹤0.01% | 711 |
|
|
2018
Q4 | $8K | Sell |
75
-155
| -67% | -$16.5K | ﹤0.01% | 690 |
|
|
2018
Q3 | $38K | Hold |
230
| – | – | 0.01% | 416 |
|
|
2018
Q2 | $34K | Hold |
230
| – | – | ﹤0.01% | 385 |
|
|
2018
Q1 | $40K | Buy |
230
+180
| +360% | +$31.3K | 0.01% | 333 |
|
|
2017
Q4 | $9K | Hold |
50
| – | – | ﹤0.01% | 683 |
|
|
2017
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 706 |
|
|
2017
Q2 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 749 |
|