WR Wealth Planners’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 | $78.2K | Buy |
111
+9
| +9% | +$6.34K | 0.03% | 265 |
|
|
2024
Q3 | $82.6K | Buy |
102
+41
| +67% | +$33.2K | 0.02% | 280 |
|
|
2024
Q2 | $39.5K | Sell |
61
-8
| -12% | -$5.17K | 0.01% | 354 |
|
|
2024
Q1 | $49.8K | Buy |
+69
| New | +$49.8K | 0.02% | 333 |
|
|
2023
Q4 | – | Sell |
-82
| Closed | -$36.5K | – | 823 |
|
|
2023
Q3 | $36.5K | Buy |
82
+51
| +165% | +$22.7K | 0.01% | 356 |
|
|
2023
Q2 | $13.8K | Buy |
+31
| New | +$13.8K | 0.01% | 493 |
|