WFG Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,390
| Closed | -$147K | – | 1660 |
|
|
2016
Q4 | $147K | Buy |
1,390
+130
| +10% | +$13.7K | 0.04% | 446 |
|
|
2016
Q3 | $99K | Sell |
1,260
-475
| -27% | -$37.3K | 0.02% | 523 |
|
|
2016
Q2 | $116K | Buy |
1,735
+77
| +5% | +$5.15K | 0.03% | 466 |
|
|
2016
Q1 | $103K | Buy |
1,658
+300
| +22% | +$18.6K | 0.03% | 462 |
|
|
2015
Q4 | $99K | Sell |
1,358
-19
| -1% | -$1.39K | 0.03% | 471 |
|
|
2015
Q3 | $83K | Sell |
1,377
-1,395
| -50% | -$84.1K | 0.03% | 496 |
|
|
2015
Q2 | $243K | Sell |
2,772
-1,525
| -35% | -$134K | 0.07% | 290 |
|
|
2015
Q1 | $392K | Buy |
4,297
+2,768
| +181% | +$253K | 0.11% | 210 |
|
|
2014
Q4 | $156K | Buy |
1,529
+640
| +72% | +$65.3K | 0.03% | 508 |
|
|
2014
Q3 | $99K | Sell |
889
-2,404
| -73% | -$268K | 0.02% | 672 |
|
|
2014
Q2 | $345K | Sell |
3,293
-25
| -0.8% | -$2.62K | 0.06% | 338 |
|
|
2014
Q1 | $315K | Buy |
+3,318
| New | +$315K | 0.06% | 342 |
|
|
2013
Q4 | – | Sell |
-1,125
| Closed | -$66K | – | 2321 |
|
|
2013
Q3 | $66K | Buy |
+1,125
| New | +$66K | 0.01% | 823 |
|