Pathstone Family Office’s Herc Holdings HRI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$446K Buy
3,749
+14
+0.4% +$1.67K ﹤0.01% 1093
2023
Q2
$512K Buy
3,735
+4
+0.1% +$548 0.01% 735
2023
Q1
$425K Sell
3,731
-1,619
-30% -$184K 0.01% 765
2022
Q4
$693K Buy
+5,350
New +$693K 0.01% 952
2017
Q2
Sell
-3
Closed 502
2017
Q1
$0 Buy
+3
New ﹤0.01% 597