SWM
Selective Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-400
| Closed | -$108K | – | 684 |
|
|
2022
Q3 | $108K | Buy |
400
+200
| +100% | +$54K | 0.05% | 199 |
|
|
2022
Q2 | $49K | Hold |
200
| – | – | 0.02% | 324 |
|
|
2022
Q1 | $71K | Hold |
200
| – | – | 0.03% | 246 |
|
|
2021
Q4 | $66K | Buy |
200
+100
| +100% | +$33K | 0.03% | 239 |
|
|
2021
Q3 | $35K | Hold |
100
| – | – | 0.02% | 299 |
|
|
2021
Q2 | $32K | Hold |
100
| – | – | 0.03% | 234 |
|
|
2021
Q1 | $33K | Hold |
100
| – | – | 0.03% | 154 |
|
|
2020
Q4 | $23K | Buy |
+100
| New | +$23K | 0.01% | 172 |
|