VWA
Valued Wealth Advisors’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27K | Hold |
3
| – | – | ﹤0.01% | 370 |
|
|
2025
Q1 | $1.89K | Sell |
3
-6
| -67% | -$3.77K | ﹤0.01% | 417 |
|
|
2024
Q4 | $6.34K | Sell |
9
-2
| -18% | -$1.41K | ﹤0.01% | 276 |
|
|
2024
Q3 | $8.91K | Buy |
11
+2
| +22% | +$1.62K | 0.01% | 227 |
|
|
2024
Q2 | $5.82K | Buy |
9
+4
| +80% | +$2.59K | ﹤0.01% | 258 |
|
|
2024
Q1 | $3.61K | Sell |
5
-7
| -58% | -$5.05K | ﹤0.01% | 279 |
|
|
2023
Q4 | $5.34K | Buy |
+12
| New | +$5.34K | ﹤0.01% | 189 |
|