Wealthfront’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | $1.44M | Sell |
8,786
-728
| -8% | -$119K | 0.01% | 190 |
|
2018
Q2 | $1.4M | Sell |
9,514
-1,085
| -10% | -$160K | 0.01% | 174 |
|
2018
Q1 | $1.83M | Sell |
10,599
-467
| -4% | -$80.7K | 0.02% | 147 |
|
2017
Q4 | $1.9M | Buy |
11,066
+1,184
| +12% | +$204K | 0.02% | 131 |
|
2017
Q3 | $1.37M | Buy |
9,882
+584
| +6% | +$81K | 0.02% | 143 |
|
2017
Q2 | $1.05M | Buy |
9,298
+6,340
| +214% | +$715K | 0.02% | 147 |
|
2017
Q1 | $370K | Buy |
2,958
+267
| +10% | +$33.4K | 0.01% | 290 |
|
2016
Q4 | $284K | Buy |
+2,691
| New | +$284K | 0.01% | 301 |
|
2015
Q4 | – | Sell |
-739
| Closed | -$44K | – | 1022 |
|
2015
Q3 | $44K | Sell |
739
-64
| -8% | -$3.81K | ﹤0.01% | 543 |
|
2015
Q2 | $70K | Buy |
803
+111
| +16% | +$9.68K | ﹤0.01% | 465 |
|
2015
Q1 | $63K | Buy |
692
+328
| +90% | +$29.9K | ﹤0.01% | 461 |
|
2014
Q4 | $37K | Buy |
364
+11
| +3% | +$1.12K | ﹤0.01% | 511 |
|
2014
Q3 | $39K | Buy |
+353
| New | +$39K | ﹤0.01% | 451 |
|