Veritable’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,863
| Closed | -$1.28M | – | 754 |
|
|
2023
Q2 | $1.28M | Sell |
2,863
-82
| -3% | -$36.5K | 0.02% | 320 |
|
|
2023
Q1 | $1.17M | Buy |
2,945
+346
| +13% | +$137K | 0.02% | 333 |
|
|
2022
Q4 | $924K | Buy |
2,599
+15
| +0.6% | +$5.33K | 0.02% | 383 |
|
|
2022
Q3 | $698K | Sell |
2,584
-34
| -1% | -$9.18K | 0.01% | 423 |
|
|
2022
Q2 | $636K | Buy |
2,618
+86
| +3% | +$20.9K | 0.01% | 474 |
|
|
2022
Q1 | $899K | Sell |
2,532
-6
| -0.2% | -$2.13K | 0.01% | 419 |
|
|
2021
Q4 | $843K | Buy |
2,538
+6
| +0.2% | +$1.99K | 0.01% | 432 |
|
|
2021
Q3 | $889K | Buy |
2,532
+42
| +2% | +$14.7K | 0.01% | 408 |
|
|
2021
Q2 | $794K | Buy |
2,490
+7
| +0.3% | +$2.23K | 0.01% | 426 |
|
|
2021
Q1 | $818K | Buy |
2,483
+32
| +1% | +$10.5K | 0.01% | 398 |
|
|
2020
Q4 | $568K | Sell |
2,451
-4
| -0.2% | -$927 | 0.01% | 460 |
|
|
2020
Q3 | $428K | Hold |
2,455
| – | – | 0.01% | 491 |
|
|
2020
Q2 | $366K | Sell |
2,455
-104
| -4% | -$15.5K | 0.01% | 544 |
|
|
2020
Q1 | $263K | Sell |
2,559
-1,370
| -35% | -$141K | 0.01% | 591 |
|
|
2019
Q4 | $655K | Buy |
3,929
+60
| +2% | +$10K | 0.01% | 466 |
|
|
2019
Q3 | $482K | Buy |
3,869
+1,587
| +70% | +$198K | 0.01% | 517 |
|
|
2019
Q2 | $303K | Buy |
2,282
+341
| +18% | +$45.3K | 0.01% | 641 |
|
|
2019
Q1 | $222K | Buy |
+1,941
| New | +$222K | ﹤0.01% | 726 |
|
|
2018
Q4 | – | Sell |
-1,584
| Closed | -$259K | – | 819 |
|
|
2018
Q3 | $259K | Buy |
1,584
+15
| +1% | +$2.45K | 0.01% | 684 |
|
|
2018
Q2 | $232K | Buy |
+1,569
| New | +$232K | ﹤0.01% | 709 |
|
|
2015
Q1 | – | Sell |
-3,052
| Closed | -$311K | – | 964 |
|
|
2014
Q4 | $311K | Sell |
3,052
-567
| -16% | -$57.8K | 0.01% | 733 |
|
|
2014
Q3 | $402K | Buy |
3,619
+1,412
| +64% | +$157K | 0.01% | 667 |
|
|
2014
Q2 | $231K | Buy |
+2,207
| New | +$231K | ﹤0.01% | 837 |
|