WIM
Wilen Investment Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5.18M | Hold |
19,266
| – | – | 5.28% | 6 |
|
|
2022
Q2 | $4.66M | Buy |
19,266
+300
| +2% | +$72.6K | 4.05% | 8 |
|
|
2022
Q1 | $6.72M | Hold |
18,966
| – | – | 5.07% | 5 |
|
|
2021
Q4 | $6.29M | Sell |
18,966
-600
| -3% | -$199K | 4.8% | 7 |
|
|
2021
Q3 | $6.85M | Hold |
19,566
| – | – | 5.6% | 6 |
|
|
2021
Q2 | $6.22M | Sell |
19,566
-150
| -0.8% | -$47.7K | 5.35% | 6 |
|
|
2021
Q1 | $6.48M | Sell |
19,716
-750
| -4% | -$246K | 5.74% | 5 |
|
|
2020
Q4 | $4.74M | Sell |
20,466
-925
| -4% | -$214K | 4.78% | 6 |
|
|
2020
Q3 | $4.42M | Sell |
21,391
-2,650
| -11% | -$547K | 4.8% | 6 |
|
|
2020
Q2 | $3.57M | Sell |
24,041
-2,550
| -10% | -$379K | 4.6% | 7 |
|
|
2020
Q1 | $2.71M | Sell |
26,591
-575
| -2% | -$58.6K | 4.06% | 6 |
|
|
2019
Q4 | $4.52M | Sell |
27,166
-1,259
| -4% | -$210K | 3.54% | 9 |
|
|
2019
Q3 | $3.53M | Buy |
28,425
+3,555
| +14% | +$441K | 2.73% | 12 |
|
|
2019
Q2 | $3.28M | Buy |
24,870
+2,250
| +10% | +$297K | 2.55% | 13 |
|
|
2019
Q1 | $2.58M | Buy |
22,620
+7,720
| +52% | +$880K | 1.96% | 17 |
|
|
2018
Q4 | $1.52M | Buy |
+14,900
| New | +$1.52M | 1.31% | 23 |
|