Zeke Capital Advisors’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $229K | Buy |
+645
| New | +$229K | 0.02% | 414 |
|
|
2022
Q2 | – | Sell |
-766
| Closed | -$272K | – | 537 |
|
|
2022
Q1 | $272K | Buy |
+766
| New | +$272K | 0.01% | 398 |
|
|
2020
Q1 | – | Sell |
-2,667
| Closed | -$445K | – | 498 |
|
|
2019
Q4 | $445K | Buy |
2,667
+82
| +3% | +$13.7K | 0.04% | 404 |
|
|
2019
Q3 | $322K | Buy |
2,585
+17
| +0.7% | +$2.12K | 0.03% | 445 |
|
|
2019
Q2 | $341K | Sell |
2,568
-786
| -23% | -$104K | 0.03% | 444 |
|
|
2019
Q1 | $383K | Sell |
3,354
-805
| -19% | -$91.9K | 0.04% | 422 |
|
|
2018
Q4 | $426K | Buy |
4,159
+2,904
| +231% | +$297K | 0.04% | 364 |
|
|
2018
Q3 | $205K | Buy |
+1,255
| New | +$205K | 0.02% | 602 |
|
|
2018
Q2 | – | Sell |
-1,255
| Closed | -$217K | – | 703 |
|
|
2018
Q1 | $217K | Hold |
1,255
| – | – | 0.02% | 550 |
|
|
2017
Q4 | $216K | Buy |
+1,255
| New | +$216K | 0.02% | 488 |
|