VAFP
Vahanian & Associates Financial Planning’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $670K | Sell |
1,169
-555
| -32% | -$318K | 2.65% | 10 |
|
|
2023
Q3 | $766K | Sell |
1,724
-54
| -3% | -$24K | 2.46% | 10 |
|
|
2023
Q2 | $792K | Hold |
1,778
| – | – | 2.5% | 13 |
|
|
2023
Q1 | $704K | Sell |
1,778
-492
| -22% | -$195K | 1.95% | 14 |
|
|
2022
Q4 | $807K | Sell |
2,270
-780
| -26% | -$277K | 2.64% | 11 |
|
|
2022
Q3 | $824K | Buy |
3,050
+601
| +25% | +$162K | 2.84% | 8 |
|
|
2022
Q2 | $595K | Buy |
2,449
+31
| +1% | +$7.53K | 2.56% | 12 |
|
|
2022
Q1 | $859K | Sell |
2,418
-1,650
| -41% | -$586K | 1.99% | 15 |
|
|
2021
Q4 | $1.35M | Buy |
+4,068
| New | +$1.35M | 1.09% | 20 |
|