Schechter Investment Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $437K | Sell |
698
-65
| -9% | -$40.7K | 0.04% | 402 |
|
|
2024
Q4 | $537K | Sell |
763
-365
| -32% | -$257K | 0.04% | 376 |
|
|
2024
Q3 | $913K | Buy |
1,128
+17
| +2% | +$13.8K | 0.07% | 269 |
|
|
2024
Q2 | $719K | Sell |
1,111
-141
| -11% | -$91.2K | 0.05% | 300 |
|
|
2024
Q1 | $903K | Sell |
1,252
-275
| -18% | -$198K | 0.07% | 265 |
|
|
2023
Q4 | $876K | Sell |
1,527
-53
| -3% | -$30.4K | 0.08% | 252 |
|
|
2023
Q3 | $702K | Buy |
1,580
+16
| +1% | +$7.11K | 0.07% | 281 |
|
|
2023
Q2 | $697K | Sell |
1,564
-262
| -14% | -$117K | 0.06% | 317 |
|
|
2023
Q1 | $723K | Buy |
1,826
+236
| +15% | +$93.4K | 0.07% | 323 |
|
|
2022
Q4 | $565K | Sell |
1,590
-50
| -3% | -$17.8K | 0.05% | 471 |
|
|
2022
Q3 | $443K | Buy |
1,640
+480
| +41% | +$130K | 0.04% | 553 |
|
|
2022
Q2 | $282K | Sell |
1,160
-619
| -35% | -$150K | 0.03% | 731 |
|
|
2022
Q1 | $632K | Buy |
1,779
+25
| +1% | +$8.88K | 0.06% | 460 |
|
|
2021
Q4 | $583K | Buy |
+1,754
| New | +$583K | 0.05% | 464 |
|