Simplicity Wealth’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 | $896K | Buy |
1,189
+738
| +164% | +$556K | 0.04% | 351 |
|
|
2025
Q1 | $283K | Buy |
451
+34
| +8% | +$21.3K | 0.02% | 434 |
|
|
2024
Q4 | $294K | Buy |
+417
| New | +$294K | 0.06% | 244 |
|
|
2024
Q3 | – | Sell |
-2,223
| Closed | -$1.44M | – | 1167 |
|
|
2024
Q2 | $1.44M | Buy |
2,223
+20
| +0.9% | +$12.9K | 0.03% | 426 |
|
|
2024
Q1 | $1.59M | Buy |
+2,203
| New | +$1.59M | 0.04% | 398 |
|