Willingdon Wealth Management’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $5.59M | Buy |
54,298
+54,093
| +26,387% | +$5.57M | 1.41% | 24 |
|
|
2019
Q4 | $34K | Sell |
205
-19,982
| -99% | -$3.31M | 0.01% | 193 |
|
|
2019
Q3 | $2.52M | Buy |
20,187
+504
| +3% | +$62.8K | 0.55% | 67 |
|
|
2019
Q2 | $2.61M | Buy |
19,683
+984
| +5% | +$131K | 0.61% | 62 |
|
|
2019
Q1 | $2.14M | Buy |
18,699
+432
| +2% | +$49.3K | 0.52% | 68 |
|
|
2018
Q4 | $1.87M | Buy |
+18,267
| New | +$1.87M | 0.54% | 74 |
|
|
2017
Q4 | – | Sell |
-93
| Closed | -$13K | – | 374 |
|
|
2017
Q3 | $13K | Buy |
+93
| New | +$13K | ﹤0.01% | 208 |
|