WealthPLAN 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
Q3 | – | Sell |
-615
| Closed | -$398K | – | 304 |
|
|
2024
Q2 | $398K | Buy |
615
+178
| +41% | +$115K | 0.04% | 225 |
|
|
2024
Q1 | $315K | Buy |
+437
| New | +$315K | 0.03% | 252 |
|
|
2023
Q3 | – | Sell |
-15
| Closed | -$6.71K | – | 1120 |
|
|
2023
Q2 | $6.71K | Sell |
15
-67
| -82% | -$29.9K | ﹤0.01% | 861 |
|
|
2023
Q1 | $32.5K | Buy |
+82
| New | +$32.5K | ﹤0.01% | 633 |
|
|
2018
Q3 | – | Sell |
-1,435
| Closed | -$211K | – | 285 |
|
|
2018
Q2 | $211K | Sell |
1,435
-727
| -34% | -$107K | 0.04% | 239 |
|
|
2018
Q1 | $374K | Buy |
+2,162
| New | +$374K | 0.08% | 169 |
|
|
2017
Q2 | – | Sell |
-20
| Closed | -$2.42K | – | 412 |
|
|
2017
Q1 | $2.42K | Buy |
+20
| New | +$2.42K | 0.01% | 401 |
|
|
2016
Q3 | $93K | Sell |
1,175
-2,629
| -69% | -$208K | 0.03% | 238 |
|
|
2016
Q2 | $123K | Buy |
+3,804
| New | +$123K | 0.02% | 543 |
|
|
2015
Q4 | $43.5K | Buy |
+600
| New | +$43.5K | 0.01% | 666 |
|