Avior Wealth Management’s Herc Holdings HRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-297
| Closed | -$56.2K | – | 1455 |
|
|
2024
Q4 | $56.2K | Sell |
297
-109
| -27% | -$20.6K | ﹤0.01% | 1102 |
|
|
2024
Q3 | $64.7K | Buy |
406
+3
| +0.7% | +$478 | ﹤0.01% | 1028 |
|
|
2024
Q2 | $53.7K | Buy |
403
+8
| +2% | +$1.07K | ﹤0.01% | 1064 |
|
|
2024
Q1 | $66.5K | Buy |
+395
| New | +$66.5K | ﹤0.01% | 1125 |
|
|
2023
Q4 | – | Sell |
-31
| Closed | -$3.69K | – | 1604 |
|
|
2023
Q3 | $3.69K | Sell |
31
-2
| -6% | -$238 | ﹤0.01% | 1280 |
|
|
2023
Q2 | $4.52K | Hold |
33
| – | – | ﹤0.01% | 1196 |
|
|
2023
Q1 | $3.76K | Buy |
+33
| New | +$3.76K | ﹤0.01% | 1277 |
|
|
2017
Q1 | – | Sell |
-189
| Closed | -$8K | – | 503 |
|
|
2016
Q4 | $8K | Hold |
189
| – | – | ﹤0.01% | 353 |
|
|
2016
Q3 | $6K | Buy |
+189
| New | +$6K | ﹤0.01% | 371 |
|
|
2016
Q2 | – | Sell |
-1,883
| Closed | -$59K | – | 478 |
|
|
2016
Q1 | $59K | Hold |
1,883
| – | – | 0.03% | 195 |
|
|
2015
Q4 | $80K | Buy |
1,883
+666
| +55% | +$28.3K | 0.04% | 148 |
|
|
2015
Q3 | $61K | Buy |
1,217
+934
| +330% | +$46.8K | 0.04% | 158 |
|
|
2015
Q2 | $15K | Hold |
283
| – | – | 0.01% | 236 |
|
|
2015
Q1 | $18K | Buy |
+283
| New | +$18K | 0.01% | 205 |
|