Vantage Financial Partners (Illinois)’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,050
| Closed | -$532K | – | 85 |
|
|
2020
Q3 | $532K | Hold |
3,050
| – | – | 0.33% | 49 |
|
|
2020
Q2 | $455K | Hold |
3,050
| – | – | 0.29% | 44 |
|
|
2020
Q1 | $314K | Hold |
3,050
| – | – | 0.23% | 49 |
|
|
2019
Q4 | $509K | Hold |
3,050
| – | – | 0.3% | 47 |
|
|
2019
Q3 | $380K | Buy |
3,050
+400
| +15% | +$49.9K | 0.25% | 49 |
|
|
2019
Q2 | $351K | Buy |
2,650
+650
| +33% | +$86.2K | 0.23% | 58 |
|
|
2019
Q1 | $229K | Hold |
2,000
| – | – | 0.15% | 73 |
|
|
2018
Q4 | $205K | Hold |
2,000
| – | – | 0.15% | 74 |
|
|
2018
Q3 | $327K | Buy |
+2,000
| New | +$327K | 0.21% | 62 |
|