SFC
Swisher Financial Concepts’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Buy |
728
+27
| +4% | +$20.4K | 0.35% | 51 |
|
|
2025
Q1 | $440K | Buy |
+701
| New | +$440K | 0.36% | 46 |
|
|
2024
Q4 | – | Sell |
-1,443
| Closed | -$1.04M | – | 82 |
|
|
2024
Q3 | $1.04M | Buy |
1,443
+723
| +100% | +$519K | 0.65% | 28 |
|
|
2024
Q2 | $465K | Hold |
720
| – | – | 0.47% | 41 |
|
|
2024
Q1 | $490K | Hold |
720
| – | – | 0.43% | 37 |
|
|
2023
Q4 | $403K | Buy |
+720
| New | +$403K | 0.39% | 44 |
|