Financial Architects (New Jersey)’s United Rentals URI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,800	Closed	-$467K	–	930
2019 Q4	$467K	Buy	+2,800	New	+$407K	0.1%	151
2019 Q3	–	Sell	-308	Closed	-$41K	–	1197
2019 Q2	$41K	Sell	308 -2,532	-89%	-$321K	0.01%	552
2019 Q1	$324K	Buy	2,840 +2,831	+31,456%	+$350K	0.06%	230
2018 Q4	$1K	Hold	9	–	–	﹤0.01%	1299
2018 Q3	$1K	Hold	9	–	–	﹤0.01%	1391
2018 Q2	$1K	Sell	9 -198	-96%	-$32.4K	﹤0.01%	1292
2018 Q1	$36K	Sell	207 -52	-20%	-$9.23K	0.01%	709
2017 Q4	$45K	Sell	259 -1,000	-79%	-$152K	0.01%	719
2017 Q3	$175K	Buy	1,259 +1,070	+566%	+$128K	0.03%	355
2017 Q2	$21K	Sell	189 -108	-36%	-$12.1K	﹤0.01%	943
2017 Q1	$37K	Sell	297 -88	-23%	-$10.7K	0.01%	750
2016 Q4	$41K	Buy	385 +19	+5%	+$1.73K	0.01%	621
2016 Q3	$29K	Buy	366 +283	+341%	+$21.7K	0.01%	746
2016 Q2	$6K	Hold	83	–	–	﹤0.01%	1095
2016 Q1	$5K	Buy	+83	New	+$4.61K	﹤0.01%	908
2015 Q3	–	Sell	-9	Closed	-$1K	–	892
2015 Q2	$1K	Buy	+9	New	+$862	﹤0.01%	1187
2014 Q3	–	Sell	-68	Closed	-$7K	–	991
2014 Q2	$7K	Buy	+68	New	+$6.65K	﹤0.01%	727