WESPAC 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
Q1 | – | Sell |
-1,186
| Closed | -$835K | – | 201 |
|
|
2024
Q4 | $835K | Buy |
1,186
+29
| +3% | +$20.4K | 0.61% | 59 |
|
|
2024
Q3 | $937K | Buy |
+1,157
| New | +$937K | 0.69% | 47 |
|
|
2021
Q4 | – | Sell |
-937
| Closed | -$329K | – | 182 |
|
|
2021
Q3 | $329K | Buy |
+937
| New | +$329K | 0.2% | 128 |
|