Wealthspire Advisors (Maryland)’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,201
| Closed | -$137K | – | 1995 |
|
|
2019
Q1 | $137K | Buy |
1,201
+141
| +13% | +$16.1K | 0.01% | 543 |
|
|
2018
Q4 | $109K | Buy |
1,060
+174
| +20% | +$17.9K | 0.01% | 577 |
|
|
2018
Q3 | $145K | Buy |
886
+71
| +9% | +$11.6K | 0.01% | 549 |
|
|
2018
Q2 | $120K | Sell |
815
-13
| -2% | -$1.91K | 0.01% | 629 |
|
|
2018
Q1 | $143K | Sell |
828
-136
| -14% | -$23.5K | 0.01% | 582 |
|
|
2017
Q4 | $166K | Buy |
964
+374
| +63% | +$64.4K | 0.02% | 555 |
|
|
2017
Q3 | $82K | Buy |
590
+41
| +7% | +$5.7K | 0.01% | 790 |
|
|
2017
Q2 | $62K | Buy |
549
+101
| +23% | +$11.4K | 0.01% | 871 |
|
|
2017
Q1 | $56K | Sell |
448
-789
| -64% | -$98.6K | 0.01% | 774 |
|
|
2016
Q4 | $131K | Buy |
1,237
+352
| +40% | +$37.3K | 0.02% | 490 |
|
|
2016
Q3 | $69K | Buy |
885
+25
| +3% | +$1.95K | 0.01% | 693 |
|
|
2016
Q2 | $58K | Buy |
860
+69
| +9% | +$4.65K | 0.01% | 701 |
|
|
2016
Q1 | $49K | Sell |
791
-1,061
| -57% | -$65.7K | 0.01% | 708 |
|
|
2015
Q4 | $134K | Buy |
+1,852
| New | +$134K | 0.02% | 458 |
|