Veritable’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,863
| Closed | -$1.28M | – | 755 |
|
|
2023
Q2 | $1.28M | Sell |
2,863
-82
| -3% | -$30.4K | 0.02% | 321 |
|
|
2023
Q1 | $1.17M | Buy |
2,945
+346
| +13% | +$145K | 0.02% | 334 |
|
|
2022
Q4 | $924K | Buy |
2,599
+15
| +0.6% | +$4.93K | 0.02% | 384 |
|
|
2022
Q3 | $698K | Sell |
2,584
-34
| -1% | -$9.9K | 0.01% | 425 |
|
|
2022
Q2 | $636K | Buy |
2,618
+86
| +3% | +$25.3K | 0.01% | 476 |
|
|
2022
Q1 | $899K | Sell |
2,532
-6
| -0.2% | -$1.96K | 0.01% | 422 |
|
|
2021
Q4 | $843K | Buy |
2,538
+6
| +0.2% | +$2.14K | 0.01% | 436 |
|
|
2021
Q3 | $889K | Buy |
2,532
+42
| +2% | +$14.1K | 0.01% | 411 |
|
|
2021
Q2 | $794K | Buy |
2,490
+7
| +0.3% | +$2.26K | 0.01% | 430 |
|
|
2021
Q1 | $818K | Buy |
2,483
+32
| +1% | +$9.06K | 0.01% | 399 |
|
|
2020
Q4 | $568K | Sell |
2,451
-4
| -0.2% | -$845 | 0.01% | 462 |
|
|
2020
Q3 | $428K | Hold |
2,455
| – | – | 0.01% | 493 |
|
|
2020
Q2 | $366K | Sell |
2,455
-104
| -4% | -$13.2K | 0.01% | 544 |
|
|
2020
Q1 | $263K | Sell |
2,559
-1,370
| -35% | -$182K | 0.01% | 594 |
|
|
2019
Q4 | $655K | Buy |
3,929
+60
| +2% | +$8.71K | 0.01% | 467 |
|
|
2019
Q3 | $482K | Buy |
3,869
+1,587
| +70% | +$192K | 0.01% | 519 |
|
|
2019
Q2 | $303K | Buy |
2,282
+341
| +18% | +$43.3K | 0.01% | 644 |
|
|
2019
Q1 | $222K | Buy |
+1,941
| New | +$240K | ﹤0.01% | 729 |
|
|
2018
Q4 | – | Sell |
-1,584
| Closed | -$259K | – | 829 |
|
|
2018
Q3 | $259K | Buy |
1,584
+15
| +1% | +$2.33K | 0.01% | 691 |
|
|
2018
Q2 | $232K | Buy |
+1,569
| New | +$256K | 0.01% | 716 |
|
|
2015
Q1 | – | Sell |
-3,052
| Closed | -$311K | – | 967 |
|
|
2014
Q4 | $311K | Sell |
3,052
-567
| -16% | -$60.8K | 0.01% | 735 |
|
|
2014
Q3 | $402K | Buy |
3,619
+1,412
| +64% | +$159K | 0.01% | 671 |
|
|
2014
Q2 | $231K | Buy |
+2,207
| New | +$216K | ﹤0.01% | 842 |
|
Other funds holding URI
