Salem Investment Counselors’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 | $385K | Hold |
511
| – | – | 0.01% | 297 |
|
|
2025
Q1 | $320K | Buy |
511
+7
| +1% | +$4.39K | 0.01% | 308 |
|
|
2024
Q4 | $355K | Sell |
504
-2
| -0.4% | -$1.41K | 0.01% | 296 |
|
|
2024
Q3 | $410K | Buy |
506
+2
| +0.4% | +$1.62K | 0.01% | 289 |
|
|
2024
Q2 | $326K | Hold |
504
| – | – | 0.01% | 301 |
|
|
2024
Q1 | $363K | Hold |
504
| – | – | 0.01% | 295 |
|
|
2023
Q4 | $289K | Hold |
504
| – | – | 0.01% | 312 |
|
|
2023
Q3 | $224K | Buy |
504
+4
| +0.8% | +$1.78K | 0.01% | 324 |
|
|
2023
Q2 | $223K | Hold |
500
| – | – | 0.01% | 318 |
|
|
2023
Q1 | $198K | Sell |
500
-350
| -41% | -$139K | 0.01% | 340 |
|
|
2022
Q4 | $302K | Buy |
850
+300
| +55% | +$107K | 0.01% | 288 |
|
|
2022
Q3 | $149K | Sell |
550
-75
| -12% | -$20.3K | 0.01% | 346 |
|
|
2022
Q2 | $152K | Hold |
625
| – | – | 0.01% | 368 |
|
|
2022
Q1 | $222K | Sell |
625
-25
| -4% | -$8.88K | 0.01% | 330 |
|
|
2021
Q4 | $216K | Hold |
650
| – | – | 0.01% | 364 |
|
|
2021
Q3 | $228K | Hold |
650
| – | – | 0.01% | 322 |
|
|
2021
Q2 | $207K | Sell |
650
-100
| -13% | -$31.8K | 0.01% | 323 |
|
|
2021
Q1 | $247K | Sell |
750
-90
| -11% | -$29.6K | 0.02% | 266 |
|
|
2020
Q4 | $195K | Hold |
840
| – | – | 0.01% | 275 |
|
|
2020
Q3 | $147K | Sell |
840
-10
| -1% | -$1.75K | 0.01% | 265 |
|
|
2020
Q2 | $127K | Hold |
850
| – | – | 0.01% | 274 |
|
|
2020
Q1 | $87K | Sell |
850
-10,425
| -92% | -$1.07M | 0.01% | 286 |
|
|
2019
Q4 | $1.88M | Sell |
11,275
-1,600
| -12% | -$267K | 0.16% | 116 |
|
|
2019
Q3 | $1.61M | Buy |
12,875
+8,125
| +171% | +$1.01M | 0.15% | 121 |
|
|
2019
Q2 | $630K | Buy |
+4,750
| New | +$630K | 0.06% | 168 |
|
|
2017
Q3 | – | Sell |
-14
| Closed | -$2K | – | 667 |
|
|
2017
Q2 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 589 |
|