Sheaff Brock Investment Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-254
| Closed | -$206K | – | 475 |
|
|
2024
Q3 | $206K | Buy |
+254
| New | +$206K | 0.02% | 394 |
|
|
2024
Q2 | – | Sell |
-465
| Closed | -$335K | – | 508 |
|
|
2024
Q1 | $335K | Buy |
+465
| New | +$335K | 0.02% | 330 |
|
|
2018
Q4 | – | Sell |
-6,096
| Closed | -$997K | – | 517 |
|
|
2018
Q3 | $997K | Sell |
6,096
-213
| -3% | -$34.8K | 0.09% | 156 |
|
|
2018
Q2 | $931K | Sell |
6,309
-214
| -3% | -$31.6K | 0.09% | 162 |
|
|
2018
Q1 | $1.13M | Sell |
6,523
-1,165
| -15% | -$201K | 0.12% | 129 |
|
|
2017
Q4 | $1.32M | Sell |
7,688
-101
| -1% | -$17.4K | 0.17% | 115 |
|
|
2017
Q3 | $1.08M | Sell |
7,789
-143
| -2% | -$19.8K | 0.14% | 135 |
|
|
2017
Q2 | $894K | Buy |
7,932
+579
| +8% | +$65.3K | 0.12% | 172 |
|
|
2017
Q1 | $919K | Sell |
7,353
-1,314
| -15% | -$164K | 0.12% | 162 |
|
|
2016
Q4 | $915K | Buy |
+8,667
| New | +$915K | 0.12% | 179 |
|
|
2016
Q3 | – | Sell |
-3,100
| Closed | -$208K | – | 594 |
|
|
2016
Q2 | $208K | Sell |
3,100
-1,500
| -33% | -$101K | 0.03% | 468 |
|
|
2016
Q1 | $286K | Sell |
4,600
-2,000
| -30% | -$124K | 0.04% | 406 |
|
|
2015
Q4 | $479K | Buy |
+6,600
| New | +$479K | 0.05% | 325 |
|