Financial Architects (New Jersey)’s United Rentals URI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,800
| Closed | -$467K | – | 929 |
|
|
2019
Q4 | $467K | Buy |
+2,800
| New | +$467K | 0.1% | 151 |
|
|
2019
Q3 | – | Sell |
-308
| Closed | -$41K | – | 1092 |
|
|
2019
Q2 | $41K | Sell |
308
-2,532
| -89% | -$337K | 0.01% | 484 |
|
|
2019
Q1 | $324K | Buy |
2,840
+2,831
| +31,456% | +$323K | 0.06% | 222 |
|
|
2018
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 1180 |
|
|
2018
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 1247 |
|
|
2018
Q2 | $1K | Sell |
9
-198
| -96% | -$22K | ﹤0.01% | 1292 |
|
|
2018
Q1 | $36K | Sell |
207
-52
| -20% | -$9.04K | 0.01% | 623 |
|
|
2017
Q4 | $45K | Sell |
259
-1,000
| -79% | -$174K | 0.01% | 631 |
|
|
2017
Q3 | $175K | Buy |
1,259
+1,070
| +566% | +$149K | 0.03% | 330 |
|
|
2017
Q2 | $21K | Sell |
189
-108
| -36% | -$12K | ﹤0.01% | 839 |
|
|
2017
Q1 | $37K | Sell |
297
-88
| -23% | -$11K | 0.01% | 674 |
|
|
2016
Q4 | $41K | Buy |
385
+19
| +5% | +$2.02K | 0.01% | 615 |
|
|
2016
Q3 | $29K | Buy |
366
+283
| +341% | +$22.4K | 0.01% | 740 |
|
|
2016
Q2 | $6K | Hold |
83
| – | – | ﹤0.01% | 1074 |
|
|
2016
Q1 | $5K | Buy |
+83
| New | +$5K | ﹤0.01% | 882 |
|
|
2015
Q3 | – | Sell |
-9
| Closed | -$1K | – | 859 |
|
|
2015
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1144 |
|
|
2014
Q3 | – | Sell |
-68
| Closed | -$7K | – | 939 |
|
|
2014
Q2 | $7K | Buy |
+68
| New | +$7K | ﹤0.01% | 712 |
|