Plante Moran Financial Advisors’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 |
-7,952
| Closed | -$264K | – | 955 |
|
2016
Q2 | $264K | Buy |
7,952
+7,727
| +3,434% | +$257K | 0.19% | 94 |
|
2016
Q1 | $7K | Hold |
225
| – | – | 0.01% | 534 |
|
2015
Q4 | $10K | Hold |
225
| – | – | 0.01% | 576 |
|
2015
Q3 | $11K | Hold |
225
| – | – | 0.01% | 466 |
|
2015
Q2 | $12K | Hold |
225
| – | – | 0.01% | 491 |
|
2015
Q1 | $15K | Hold |
225
| – | – | 0.01% | 450 |
|
2014
Q4 | $17K | Buy |
+225
| New | +$17K | 0.01% | 432 |
|
2014
Q3 | – | Sell |
-16
| Closed | -$1K | – | 817 |
|
2014
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 796 |
|
2014
Q1 | $1K | Sell |
16
-510
| -97% | -$31.9K | ﹤0.01% | 584 |
|
2013
Q4 | $45K | Buy |
526
+510
| +3,188% | +$43.6K | 0.03% | 255 |
|
2013
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 600 |
|