WIM
Wilen Investment Management’s Herc Holdings HRI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $524K | Buy |
5,135
+403
| +9% | +$41.1K | 0.53% | 29 |
|
|
2022
Q2 | $424K | Buy |
4,732
+3,743
| +378% | +$335K | 0.37% | 33 |
|
|
2022
Q1 | $164K | Hold |
989
| – | – | 0.12% | 56 |
|
|
2021
Q4 | $153K | Hold |
989
| – | – | 0.12% | 54 |
|
|
2021
Q3 | $161K | Buy |
+989
| New | +$161K | 0.13% | 56 |
|
|
2021
Q1 | – | Sell |
-1,049
| Closed | -$69K | – | 67 |
|
|
2020
Q4 | $69K | Buy |
+1,049
| New | +$69K | 0.07% | 72 |
|
|
2016
Q3 | – | Sell |
-126,502
| Closed | -$1.36M | – | 67 |
|
|
2016
Q2 | $1.36M | Buy |
126,502
+108,552
| +605% | +$1.17M | 0.89% | 25 |
|
|
2016
Q1 | $184K | Hold |
17,950
| – | – | 0.13% | 59 |
|
|
2015
Q4 | $251K | Sell |
17,950
-1,500
| -8% | -$21K | 0.18% | 54 |
|
|
2015
Q3 | $316K | Sell |
19,450
-200
| -1% | -$3.25K | 0.23% | 50 |
|
|
2015
Q2 | $354K | Sell |
19,650
-300
| -2% | -$5.41K | 0.24% | 50 |
|
|
2015
Q1 | $424K | Sell |
19,950
-500
| -2% | -$10.6K | 0.29% | 49 |
|
|
2014
Q4 | $505K | Buy |
+20,450
| New | +$505K | 0.33% | 45 |
|