Baystate Wealth Management’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$36K	Hold	62	–	–	﹤0.01%	433
2023 Q3	$27.8K	Hold	62	–	–	﹤0.01%	426
2023 Q2	$27.8K	Hold	62	–	–	﹤0.01%	417
2023 Q1	$24.6K	Hold	62	–	–	﹤0.01%	431
2022 Q4	$22K	Hold	62	–	–	﹤0.01%	449
2022 Q3	$17K	Hold	62	–	–	﹤0.01%	456
2022 Q2	$15K	Hold	62	–	–	﹤0.01%	502
2022 Q1	$22K	Hold	62	–	–	﹤0.01%	441
2021 Q4	$21K	Hold	62	–	–	﹤0.01%	467
2021 Q3	$22K	Hold	62	–	–	﹤0.01%	408
2021 Q2	$20K	Hold	62	–	–	﹤0.01%	408
2021 Q1	$20K	Buy	+62	New	+$17.6K	﹤0.01%	370
2020 Q2	–	Sell	-48	Closed	-$5K	–	750
2020 Q1	$5K	Hold	48	–	–	﹤0.01%	441
2019 Q4	$8K	Buy	+48	New	+$6.97K	﹤0.01%	418
2019 Q3	–	Sell	-90	Closed	-$12K	–	641
2019 Q2	$12K	Hold	90	–	–	﹤0.01%	351
2019 Q1	$13K	Sell	90 -90	-50%	-$11.1K	﹤0.01%	356
2018 Q4	$22K	Hold	180	–	–	﹤0.01%	294
2018 Q3	$26K	Hold	180	–	–	﹤0.01%	277
2018 Q2	$27K	Hold	180	–	–	﹤0.01%	260
2018 Q1	$29K	Buy	+180	New	+$32K	﹤0.01%	252