Valley National Advisers’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-15
| Closed | -$9K | – | 1133 |
|
2024
Q2 | $9K | Buy |
15
+1
| +7% | +$600 | ﹤0.01% | 662 |
|
2024
Q1 | $10K | Sell |
14
-6
| -30% | -$4.29K | ﹤0.01% | 649 |
|
2023
Q4 | $11K | Buy |
+20
| New | +$11K | ﹤0.01% | 645 |
|
2022
Q4 | – | Sell |
-6
| Closed | -$2K | – | 986 |
|
2022
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 802 |
|
2022
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 785 |
|
2022
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 816 |
|
2021
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 811 |
|
2021
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 785 |
|
2021
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 806 |
|
2021
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 755 |
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 776 |
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 745 |
|
2020
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 749 |
|
2016
Q1 | – | Sell |
-8
| Closed | -$1K | – | 658 |
|
2015
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 572 |
|