Resurgent 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-89
| Closed | -$51K | – | 454 |
|
|
2023
Q4 | $51K | Sell |
89
-7
| -7% | -$4.01K | 0.03% | 329 |
|
|
2023
Q3 | $42.7K | Hold |
96
| – | – | 0.03% | 349 |
|
|
2023
Q2 | $42.8K | Sell |
96
-8
| -8% | -$3.56K | 0.03% | 352 |
|
|
2023
Q1 | $41.2K | Sell |
104
-194
| -65% | -$76.8K | 0.03% | 362 |
|
|
2022
Q4 | $106K | Buy |
+298
| New | +$106K | 0.06% | 293 |
|