Needham Investment Management’s Herc Holdings HRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-23,333
| Closed | -$3.08M | – | 100 |
|
|
2016
Q2 | $3.08M | Sell |
23,333
-10,000
| -30% | -$1.32M | 0.85% | 37 |
|
|
2016
Q1 | $1.05M | Buy |
33,333
+16,666
| +100% | +$526K | 0.27% | 60 |
|
|
2015
Q4 | $711K | Hold |
16,667
| – | – | 0.18% | 72 |
|
|
2015
Q3 | $837K | Hold |
16,667
| – | – | 0.21% | 70 |
|
|
2015
Q2 | $906K | Buy |
+16,667
| New | +$906K | 0.2% | 74 |
|