Clearstead Advisors’s Herc Holdings HRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.24K | Buy |
55
+15
| +38% | +$1.98K | ﹤0.01% | 1991 |
|
|
2025
Q1 | $5.37K | Hold |
40
| – | – | ﹤0.01% | 1727 |
|
|
2024
Q4 | $7.57K | Sell |
40
-20
| -33% | -$3.79K | ﹤0.01% | 1642 |
|
|
2024
Q3 | $9.57K | Hold |
60
| – | – | ﹤0.01% | 1588 |
|
|
2024
Q2 | $8K | Buy |
60
+20
| +50% | +$2.67K | ﹤0.01% | 1587 |
|
|
2024
Q1 | $6.33K | Hold |
40
| – | – | ﹤0.01% | 1140 |
|
|
2023
Q4 | $5.96K | Sell |
40
-40
| -50% | -$5.96K | ﹤0.01% | 1141 |
|
|
2023
Q3 | $9.52K | Buy |
80
+40
| +100% | +$4.76K | ﹤0.01% | 1125 |
|
|
2023
Q2 | $5.47K | Buy |
40
+23
| +135% | +$3.15K | ﹤0.01% | 1043 |
|
|
2023
Q1 | $1.94K | Buy |
+17
| New | +$1.94K | ﹤0.01% | 1139 |
|