SWA
SOA Wealth Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82K | Buy |
7,817
+329
| +4% | +$329 | ﹤0.01% | 623 |
|
|
2025
Q1 | $7.49K | Buy |
+7,488
| New | +$7.49K | ﹤0.01% | 595 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | -$1K | – | 1042 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 877 |
|
|
2021
Q4 | $0 | Hold |
3
| – | – | ﹤0.01% | 997 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 876 |
|
|
2021
Q2 | $0 | Buy |
3
+1
| +50% | – | ﹤0.01% | 976 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 933 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 895 |
|