Vestmark Advisory Solutions’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.9M | Buy |
+2,526
| New | +$1.9M | 0.03% | 386 |
|
2024
Q3 | – | Sell |
-932
| Closed | -$603K | – | 590 |
|
2024
Q2 | $603K | Sell |
932
-1,313
| -58% | -$849K | 0.03% | 372 |
|
2024
Q1 | $1.62M | Buy |
2,245
+1,458
| +185% | +$1.05M | 0.07% | 262 |
|
2023
Q4 | $367K | Buy |
+787
| New | +$367K | 0.02% | 381 |
|
2023
Q3 | – | Sell |
-476
| Closed | -$212K | – | 842 |
|
2023
Q2 | $212K | Buy |
+476
| New | +$212K | 0.01% | 820 |
|