Transamerica Financial Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1
| Closed | -$1K | – | 660 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 533 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 579 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 595 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 614 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 584 |
|
|
2023
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 569 |
|
|
2022
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 654 |
|
|
2022
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 614 |
|
|
2022
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 620 |
|
|
2016
Q1 | – | Sell |
-65
| Closed | -$5K | – | 854 |
|
|
2015
Q4 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 675 |
|
|
2015
Q1 | – | Sell |
-2,949
| Closed | -$301K | – | 926 |
|
|
2014
Q4 | $301K | Sell |
2,949
-436
| -13% | -$44.5K | 0.02% | 250 |
|
|
2014
Q3 | $377K | Hold |
3,385
| – | – | 0.03% | 195 |
|
|
2014
Q2 | $355K | Buy |
3,385
+218
| +7% | +$22.9K | 0.03% | 218 |
|
|
2014
Q1 | $301K | Buy |
+3,167
| New | +$301K | 0.03% | 208 |
|