TrinityPoint Wealth’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.34M | Sell |
3,320
-16
| -0.5% | -$11.3K | 0.33% | 73 |
|
|
2024
Q3 | $2.7M | Hold |
3,336
| – | – | 0.39% | 65 |
|
|
2024
Q2 | $2.16M | Sell |
3,336
-100
| -3% | -$64.7K | 0.34% | 78 |
|
|
2024
Q1 | $2.48M | Sell |
3,436
-113
| -3% | -$81.5K | 0.41% | 63 |
|
|
2023
Q4 | $2.04M | Sell |
3,549
-4,322
| -55% | -$2.48M | 0.37% | 74 |
|
|
2023
Q3 | $3.5M | Sell |
7,871
-73
| -0.9% | -$32.5K | 0.7% | 32 |
|
|
2023
Q2 | $3.54M | Buy |
+7,944
| New | +$3.54M | 0.69% | 34 |
|