True Wealth Design’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 | $8.31K | Buy |
11
+4
| +57% | +$3.02K | ﹤0.01% | 636 |
|
|
2025
Q1 | $4.41K | Hold |
7
| – | – | ﹤0.01% | 725 |
|
|
2024
Q4 | $4.95K | Buy |
7
+1
| +17% | +$708 | ﹤0.01% | 534 |
|
|
2024
Q3 | $4.86K | Hold |
6
| – | – | ﹤0.01% | 556 |
|
|
2024
Q2 | $3.88K | Buy |
6
+1
| +20% | +$647 | ﹤0.01% | 298 |
|
|
2024
Q1 | $3.61K | Buy |
5
+2
| +67% | +$1.44K | ﹤0.01% | 299 |
|
|
2023
Q4 | $1.72K | Hold |
3
| – | – | ﹤0.01% | 314 |
|
|
2023
Q3 | $1.33K | Hold |
3
| – | – | ﹤0.01% | 296 |
|
|
2023
Q2 | $1.34K | Hold |
3
| – | – | ﹤0.01% | 299 |
|
|
2023
Q1 | $1.19K | Buy |
3
+1
| +50% | +$396 | ﹤0.01% | 389 |
|
|
2022
Q4 | $711 | Buy |
+2
| New | +$711 | ﹤0.01% | 385 |
|