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Whalen Wealth Management’s Herc Holdings HRI Stock Holding History

Whalen Wealth Management’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,012
Closed -$381K – 148
2024
Q4 		$381K Sell
2,012
-2,821
-58% -$534K 0.26% 81
2024
Q3 		$771K Buy
+4,833
New +$771K 0.54% 43