Wealthspire Advisors (Maryland)’s Herc Holdings HRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-29
| Closed | -$1K | – | 1157 |
|
|
2019
Q1 | $1K | Hold |
29
| – | – | ﹤0.01% | 2340 |
|
|
2018
Q4 | $1K | Buy |
29
+19
| +190% | +$655 | ﹤0.01% | 2274 |
|
|
2018
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 2286 |
|
|
2018
Q2 | $1K | Hold |
10
| – | – | ﹤0.01% | 2310 |
|
|
2018
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 2340 |
|
|
2017
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 2285 |
|
|
2017
Q3 | $0 | Sell |
10
-2
| -17% | – | ﹤0.01% | 2345 |
|
|
2017
Q2 | $0 | Sell |
12
-17
| -59% | – | ﹤0.01% | 2233 |
|
|
2017
Q1 | $1K | Buy |
29
+16
| +123% | +$552 | ﹤0.01% | 1803 |
|
|
2016
Q4 | $1K | Sell |
13
-368
| -97% | -$28.3K | ﹤0.01% | 1651 |
|
|
2016
Q3 | $13K | Sell |
381
-1,485
| -80% | -$50.7K | ﹤0.01% | 1182 |
|
|
2016
Q2 | $62K | Buy |
1,866
+118
| +7% | +$3.92K | 0.01% | 672 |
|
|
2016
Q1 | $55K | Buy |
1,748
+31
| +2% | +$975 | 0.01% | 680 |
|
|
2015
Q4 | $73K | Buy |
+1,717
| New | +$73K | 0.01% | 611 |
|