Wealthstream Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
326
-3
| -0.9% | -$2.26K | 0.04% | 142 |
|
|
2025
Q1 | $206K | Buy |
329
+4
| +1% | +$2.51K | 0.04% | 146 |
|
|
2024
Q4 | $229K | Buy |
325
+3
| +0.9% | +$2.11K | 0.04% | 135 |
|
|
2024
Q3 | $261K | Buy |
322
+5
| +2% | +$4.05K | 0.05% | 125 |
|
|
2024
Q2 | $205K | Buy |
317
+3
| +1% | +$1.94K | 0.08% | 131 |
|
|
2024
Q1 | $226K | Buy |
+314
| New | +$226K | 0.09% | 122 |
|