WFG 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
Q2 | – | Sell |
-83
| Closed | -$3K | – | 1615 |
|
|
2016
Q1 | $3K | Hold |
83
| – | – | ﹤0.01% | 1277 |
|
|
2015
Q4 | $4K | Sell |
83
-334
| -80% | -$16.1K | ﹤0.01% | 1269 |
|
|
2015
Q3 | $21K | Sell |
417
-3,383
| -89% | -$170K | 0.01% | 870 |
|
|
2015
Q2 | $207K | Buy |
3,800
+583
| +18% | +$31.8K | 0.06% | 340 |
|
|
2015
Q1 | $209K | Buy |
3,217
+200
| +7% | +$13K | 0.06% | 338 |
|
|
2014
Q4 | $226K | Buy |
+3,017
| New | +$226K | 0.05% | 390 |
|
|
2014
Q1 | – | Sell |
-163
| Closed | -$14K | – | 2071 |
|
|
2013
Q4 | $14K | Hold |
163
| – | – | ﹤0.01% | 1479 |
|
|
2013
Q3 | $11K | Buy |
+163
| New | +$11K | ﹤0.01% | 1484 |
|