TFO Wealth Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$1.44K | – | 711 |
|
|
2024
Q1 | $1.44K | Hold |
2
| – | – | ﹤0.01% | 132 |
|
|
2023
Q4 | $1.15K | Sell |
2
-3
| -60% | -$1.72K | ﹤0.01% | 176 |
|
|
2023
Q3 | $2.23K | Buy |
5
+3
| +150% | +$1.34K | ﹤0.01% | 199 |
|
|
2023
Q2 | $891 | Hold |
2
| – | – | ﹤0.01% | 215 |
|
|
2023
Q1 | $792 | Sell |
2
-336
| -99% | -$133K | ﹤0.01% | 190 |
|
|
2022
Q4 | $58.8K | Buy |
+338
| New | +$58.8K | 0.01% | 55 |
|
|
2022
Q3 | – | Sell |
-20
| Closed | -$5K | – | 477 |
|
|
2022
Q2 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 217 |
|