OneDigital Investment Advisors’s Herc Holdings HRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-700
| Closed | -$32K | – | 783 |
|
|
2019
Q2 | $32K | Hold |
700
| – | – | ﹤0.01% | 663 |
|
|
2019
Q1 | $27K | Hold |
700
| – | – | ﹤0.01% | 646 |
|
|
2018
Q4 | $18K | Hold |
700
| – | – | ﹤0.01% | 720 |
|
|
2018
Q3 | $36K | Sell |
700
-400
| -36% | -$20.6K | 0.01% | 483 |
|
|
2018
Q2 | $62K | Hold |
1,100
| – | – | 0.01% | 440 |
|
|
2018
Q1 | $71K | Hold |
1,100
| – | – | 0.02% | 428 |
|
|
2017
Q4 | $69K | Hold |
1,100
| – | – | 0.01% | 425 |
|
|
2017
Q3 | $54K | Hold |
1,100
| – | – | 0.02% | 368 |
|
|
2017
Q2 | $43K | Buy |
+1,100
| New | +$43K | 0.01% | 517 |
|