XWM
Xcel Wealth Management’s United Rentals URI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,225
| Closed | -$407K | – | 149 |
|
|
2021
Q4 | $407K | Sell |
1,225
-125
| -9% | -$41.5K | 0.1% | 114 |
|
|
2021
Q3 | $474K | Sell |
1,350
-100
| -7% | -$35.1K | 0.14% | 99 |
|
|
2021
Q2 | $463K | Sell |
1,450
-850
| -37% | -$271K | 0.14% | 96 |
|
|
2021
Q1 | $757K | Hold |
2,300
| – | – | 0.27% | 68 |
|
|
2020
Q4 | $533K | Sell |
2,300
-150
| -6% | -$34.8K | 0.23% | 76 |
|
|
2020
Q3 | $427K | Sell |
2,450
-300
| -11% | -$52.3K | 0.22% | 78 |
|
|
2020
Q2 | $409K | Sell |
2,750
-250
| -8% | -$37.2K | 0.25% | 72 |
|
|
2020
Q1 | $308K | Buy |
+3,000
| New | +$308K | 0.28% | 64 |
|