Walden Wealth Partners’s United Rentals URI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$224K Sell
347
-185
-35% -$120K 0.13% 78
2024
Q1
$369K Sell
532
-18
-3% -$12.5K 0.21% 57
2023
Q4
$315K Buy
+550
New +$315K 0.2% 59