Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $324K | Sell |
728
-19
| -3% | -$8.45K | 0.06% | 204 |
|
|
2023
Q2 | $333K | Sell |
747
-5
| -0.7% | -$2.23K | 0.06% | 217 |
|
|
2023
Q1 | $298K | Buy |
752
+2
| +0.3% | +$792 | 0.05% | 219 |
|
|
2022
Q4 | $267K | Buy |
+750
| New | +$267K | 0.05% | 236 |
|
|
2021
Q1 | – | Sell |
-305
| Closed | -$71K | – | 756 |
|
|
2020
Q4 | $71K | Hold |
305
| – | – | 0.01% | 345 |
|
|
2020
Q3 | $53K | Buy |
+305
| New | +$53K | 0.01% | 328 |
|
|
2019
Q3 | – | Sell |
-427
| Closed | -$57K | – | 591 |
|
|
2019
Q2 | $57K | Buy |
427
+150
| +54% | +$20K | 0.01% | 327 |
|
|
2019
Q1 | $32K | Buy |
+277
| New | +$32K | 0.01% | 374 |
|