Creative Financial Designs’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$128K	Buy	175 +35	+25%	+$29.4K	0.01%	624
2025 Q4	$113K	Buy	140 +27	+24%	+$23.4K	0.01%	628
2025 Q3	$108K	Buy	113 +16	+16%	+$14.3K	0.01%	628
2025 Q2	$72.9K	Sell	97 -1	-1%	-$669	0.01%	753
2025 Q1	$61.2K	Buy	98 +1	+1%	+$687	﹤0.01%	757
2024 Q4	$68K	Sell	97 -1	-1%	-$813	0.01%	699
2024 Q3	$79.7K	Sell	98 -149	-60%	-$107K	0.01%	648
2024 Q2	$160K	Buy	247 +28	+13%	+$18.6K	0.01%	479
2024 Q1	$158K	Sell	219 -6	-3%	-$3.85K	0.02%	476
2023 Q4	$129K	Hold	225	–	–	0.01%	488
2023 Q3	$100K	Buy	225 +50	+29%	+$22.9K	0.01%	491
2023 Q2	$78K	Buy	175 +52	+42%	+$19.3K	0.01%	540
2023 Q1	$48.7K	Buy	123 +83	+208%	+$34.9K	0.01%	605
2022 Q4	$14.2K	Hold	40	–	–	﹤0.01%	836
2022 Q3	$11K	Hold	40	–	–	﹤0.01%	878
2022 Q2	$10K	Hold	40	–	–	﹤0.01%	877
2022 Q1	$14K	Sell	40 -400	-91%	-$131K	﹤0.01%	842
2021 Q4	$146K	Sell	440 -17	-4%	-$6.06K	0.02%	365
2021 Q3	$160K	Buy	457 +340	+291%	+$114K	0.03%	352
2021 Q2	$37K	Hold	117	–	–	0.01%	686
2021 Q1	$39K	Hold	117	–	–	0.01%	620
2020 Q4	$27K	Hold	117	–	–	0.01%	657
2020 Q3	$20K	Hold	117	–	–	﹤0.01%	664
2020 Q2	$17K	Buy	+117	New	+$14.8K	0.01%	643
2017 Q4	–	Sell	-800	Closed	-$111K	–	786
2017 Q3	$111K	Hold	800	–	–	0.06%	178
2017 Q2	$90K	Sell	800 -24	-3%	-$2.68K	0.06%	187
2017 Q1	$103K	Sell	824 -50	-6%	-$6.08K	0.07%	179
2016 Q4	$92K	Buy	+874	New	+$79.5K	0.08%	180