Warther Private Wealth’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-583
| Closed | -$231K | – | 72 |
|
|
2023
Q1 | $231K | Sell |
583
-123
| -17% | -$48.7K | 0.18% | 60 |
|
|
2022
Q4 | $251K | Sell |
706
-313
| -31% | -$111K | 0.19% | 69 |
|
|
2022
Q3 | $275K | Sell |
1,019
-481
| -32% | -$130K | 0.22% | 69 |
|
|
2022
Q2 | $367K | Sell |
1,500
-470
| -24% | -$115K | 0.27% | 78 |
|
|
2022
Q1 | $697K | Buy |
1,970
+267
| +16% | +$94.5K | 0.45% | 62 |
|
|
2021
Q4 | $563K | Hold |
1,703
| – | – | 0.42% | 64 |
|
|
2021
Q3 | $610K | Hold |
1,703
| – | – | 0.54% | 51 |
|
|
2021
Q2 | $547K | Buy |
+1,703
| New | +$547K | 0.53% | 53 |
|