SYSTM Wealth Solutions’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,163
| Closed | -$752K | – | 606 |
|
|
2024
Q2 | $752K | Buy |
1,163
+94
| +9% | +$60.8K | 0.17% | 127 |
|
|
2024
Q1 | $771K | Sell |
1,069
-161
| -13% | -$116K | 0.1% | 233 |
|
|
2023
Q4 | $706K | Sell |
1,230
-198
| -14% | -$114K | 0.1% | 238 |
|
|
2023
Q3 | $635K | Sell |
1,428
-97
| -6% | -$43.1K | 0.1% | 249 |
|
|
2023
Q2 | $679K | Buy |
1,525
+7
| +0.5% | +$3.12K | 0.09% | 268 |
|
|
2023
Q1 | $601K | Sell |
1,518
-633
| -29% | -$250K | 0.09% | 272 |
|
|
2022
Q4 | $765K | Buy |
+2,151
| New | +$765K | 0.1% | 264 |
|