Ropes Wealth Advisors’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$324K Sell
2023
Q2
$333K Sell
2023
Q1
$298K Buy
2022
Q4
$267K Buy
2021
Q1
Sell
2020
Q4
$71K Hold
2020
Q3
$53K Buy
2019
Q3
Sell
2019
Q2
$57K Buy
2019
Q1
$32K Buy