Transform Wealth’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 |
-564
| Closed | -$251K | – | 275 |
|
|
2023
Q2 | $251K | Sell |
564
-9,037
| -94% | -$4.02M | 0.02% | 227 |
|
|
2023
Q1 | $3.8M | Buy |
+9,601
| New | +$3.8M | 0.36% | 81 |
|
|
2022
Q2 | – | Sell |
-12,184
| Closed | -$4.33M | – | 226 |
|
|
2022
Q1 | $4.33M | Sell |
12,184
-6,666
| -35% | -$2.37M | 0.49% | 67 |
|
|
2021
Q4 | $6.26M | Buy |
18,850
+540
| +3% | +$179K | 0.65% | 56 |
|
|
2021
Q3 | $6.43M | Buy |
18,310
+403
| +2% | +$141K | 0.74% | 51 |
|
|
2021
Q2 | $5.71M | Buy |
+17,907
| New | +$5.71M | 0.7% | 56 |
|