VAFP
Vahanian & Associates Financial Planning’s Herc Holdings HRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $362K | Sell |
2,434
-800
| -25% | -$119K | 1.43% | 26 |
|
|
2023
Q3 | $385K | Buy |
3,234
+110
| +4% | +$13.1K | 1.24% | 29 |
|
|
2023
Q2 | $428K | Sell |
3,124
-3,760
| -55% | -$515K | 1.35% | 27 |
|
|
2023
Q1 | $784K | Buy |
6,884
+255
| +4% | +$29K | 2.18% | 13 |
|
|
2022
Q4 | $872K | Buy |
6,629
+682
| +11% | +$89.7K | 2.85% | 9 |
|
|
2022
Q3 | $618K | Buy |
5,947
+555
| +10% | +$57.7K | 2.13% | 14 |
|
|
2022
Q2 | $486K | Buy |
5,392
+590
| +12% | +$53.2K | 2.09% | 15 |
|
|
2022
Q1 | $802K | Sell |
4,802
-4,919
| -51% | -$822K | 1.85% | 17 |
|
|
2021
Q4 | $1.52M | Buy |
+9,721
| New | +$1.52M | 1.23% | 17 |
|