Strategic 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,265
| Closed | -$1.09M | – | 208 |
|
|
2021
Q4 | $1.09M | Sell |
3,265
-143
| -4% | -$47.5K | 0.21% | 96 |
|
|
2021
Q3 | $1.2M | Buy |
3,408
+236
| +7% | +$82.8K | 0.26% | 73 |
|
|
2021
Q2 | $1.01M | Buy |
3,172
+410
| +15% | +$131K | 0.23% | 89 |
|
|
2021
Q1 | $910K | Buy |
2,762
+789
| +40% | +$260K | 0.24% | 86 |
|
|
2020
Q4 | $458K | Buy |
+1,973
| New | +$458K | 0.13% | 132 |
|