Tilia Fiduciary Partners’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20
| Closed | -$8.91K | – | 472 |
|
|
2023
Q2 | $8.91K | Hold |
20
| – | – | 0.01% | 382 |
|
|
2023
Q1 | $7.92K | Hold |
20
| – | – | 0.01% | 383 |
|
|
2022
Q4 | $7.11K | Sell |
20
-20
| -50% | -$7.11K | 0.01% | 382 |
|
|
2022
Q3 | $11K | Hold |
40
| – | – | 0.01% | 370 |
|
|
2022
Q2 | $10K | Buy |
+40
| New | +$10K | 0.01% | 387 |
|
|
2022
Q1 | – | Sell |
-15
| Closed | -$5K | – | 573 |
|
|
2021
Q4 | $5K | Buy |
+15
| New | +$5K | ﹤0.01% | 486 |
|