Sutton Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $24.9K | Buy |
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|
2023
Q2 | $21.8K | Buy |
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|
2023
Q1 | $18.2K | Sell |
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|
2022
Q4 | $17.4K | Hold |
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|
2022
Q3 | $13.2K | Buy |
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|
2022
Q2 | $10.9K | Buy |
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|
2022
Q1 | $14.9K | Buy |
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|
2021
Q4 | $13.3K | Sell |
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|
2021
Q3 | $14.4K | Buy |
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|
2021
Q2 | $12.8K | Hold |
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|
2021
Q1 | $13.2K | Hold |
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|
2020
Q4 | $9.28K | Buy |
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|
2020
Q3 | $6.46K | Hold |
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|
2020
Q2 | $5.51K | Buy |
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|
2020
Q1 | $2.57K | Buy |
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|
2019
Q4 | $2.33K | Hold |
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|
2019
Q3 | $1.75K | Sell |
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|
2019
Q2 | $2.92K | Buy |
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|
2019
Q1 | $1.6K | Hold |
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|
2018
Q4 | $1.44K | Buy |
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|
2018
Q3 | $1.15K | Hold |
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|
2018
Q2 | $1.03K | Hold |
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|
2018
Q1 | $1.21K | Hold |
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|
2017
Q4 | $1.2K | Hold |
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|
2017
Q3 | $971 | Hold |
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|
2017
Q2 | $789 | Hold |
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|
2017
Q1 | $875 | Hold |
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|
2016
Q4 | $739 | Hold |
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|
2016
Q3 | $549 | Hold |
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|
2016
Q2 | $470 | Hold |
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|
2016
Q1 | $435 | Buy |
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