TRUE Private Wealth Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Sell |
4,738
-548
| -10% | -$413K | 0.4% | 43 |
|
|
2025
Q1 | $3.31M | Sell |
5,286
-284
| -5% | -$178K | 0.4% | 43 |
|
|
2024
Q4 | $3.92M | Sell |
5,570
-83
| -1% | -$58.5K | 0.48% | 37 |
|
|
2024
Q3 | $4.58M | Sell |
5,653
-411
| -7% | -$333K | 0.55% | 37 |
|
|
2024
Q2 | $3.92M | Sell |
6,064
-182
| -3% | -$118K | 0.44% | 42 |
|
|
2024
Q1 | $4.5M | Sell |
6,246
-1,378
| -18% | -$994K | 0.52% | 35 |
|
|
2023
Q4 | $4.37M | Buy |
7,624
+179
| +2% | +$103K | 0.55% | 36 |
|
|
2023
Q3 | $3.31M | Buy |
+7,445
| New | +$3.31M | 0.46% | 43 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$4K | – | 751 |
|
|
2020
Q1 | $4K | Hold |
40
| – | – | ﹤0.01% | 555 |
|
|
2019
Q4 | $6K | Buy |
+40
| New | +$6K | ﹤0.01% | 659 |
|
|
2019
Q3 | – | Sell |
-46
| Closed | -$6K | – | 686 |
|
|
2019
Q2 | $6K | Buy |
+46
| New | +$6K | ﹤0.01% | 617 |
|