Wintrust Investments’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $135K | Buy |
191
+8
| +4% | +$5.65K | 0.12% | 136 |
|
|
2024
Q3 | $148K | Sell |
183
-1,176
| -87% | -$951K | 0.11% | 161 |
|
|
2024
Q2 | $879K | Buy |
1,359
+131
| +11% | +$84.7K | 0.07% | 213 |
|
|
2024
Q1 | $886K | Sell |
1,228
-224
| -15% | -$162K | 0.08% | 208 |
|
|
2023
Q4 | $833K | Sell |
1,452
-142
| -9% | -$81.5K | 0.08% | 197 |
|
|
2023
Q3 | $709K | Buy |
1,594
+29
| +2% | +$12.9K | 0.07% | 213 |
|
|
2023
Q2 | $697K | Buy |
1,565
+85
| +6% | +$37.9K | 0.07% | 226 |
|
|
2023
Q1 | $586K | Buy |
1,480
+70
| +5% | +$27.7K | 0.07% | 188 |
|
|
2022
Q4 | $501K | Buy |
1,410
+172
| +14% | +$61.1K | 0.07% | 213 |
|
|
2022
Q3 | $334K | Buy |
1,238
+155
| +14% | +$41.8K | 0.04% | 286 |
|
|
2022
Q2 | $263K | Sell |
1,083
-30
| -3% | -$7.29K | 0.03% | 326 |
|
|
2022
Q1 | $395K | Hold |
1,113
| – | – | 0.04% | 283 |
|
|
2021
Q4 | $370K | Sell |
1,113
-6
| -0.5% | -$2K | 0.04% | 308 |
|
|
2021
Q3 | $393K | Buy |
1,119
+105
| +10% | +$36.9K | 0.05% | 195 |
|
|
2021
Q2 | $323K | Buy |
1,014
+70
| +7% | +$22.3K | 0.03% | 327 |
|
|
2021
Q1 | $311K | Sell |
944
-149
| -14% | -$49.1K | 0.03% | 322 |
|
|
2020
Q4 | $253K | Buy |
+1,093
| New | +$253K | 0.07% | 152 |
|