SMFS
Squar Milner Financial Services’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,270
| Closed | -$130K | – | 709 |
|
|
2020
Q1 | $130K | Sell |
1,270
-17
| -1% | -$1.74K | 0.08% | 221 |
|
|
2019
Q4 | $214K | Buy |
1,287
+35
| +3% | +$5.82K | 0.11% | 193 |
|
|
2019
Q3 | $218K | Buy |
1,252
+123
| +11% | +$21.4K | 0.11% | 196 |
|
|
2019
Q2 | $150K | Sell |
1,129
-260
| -19% | -$34.5K | 0.1% | 204 |
|
|
2019
Q1 | $158K | Hold |
1,389
| – | – | 0.12% | 197 |
|
|
2018
Q4 | $142K | Hold |
1,389
| – | – | 0.14% | 177 |
|
|
2018
Q3 | $227K | Sell |
1,389
-35
| -2% | -$5.72K | 0.2% | 133 |
|
|
2018
Q2 | $210K | Buy |
1,424
+6
| +0.4% | +$885 | 0.19% | 150 |
|
|
2018
Q1 | $245K | Sell |
1,418
-130
| -8% | -$22.5K | 0.31% | 118 |
|
|
2017
Q4 | $279K | Buy |
+1,548
| New | +$279K | 0.34% | 105 |
|