Stamos Capital Partners’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-700	Closed	-$277K	–	117
2023 Q1	$277K	Hold	700	–	–	0.07%	98
2022 Q4	$249K	Sell	700 -1,240	-64%	-$441K	0.08%	123
2022 Q3	$524K	Buy	+1,940	New	+$524K	0.13%	122