YWP
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YorkBridge Wealth Partners’s Herc Holdings HRI Stock Holding History

YorkBridge Wealth Partners’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-16
Closed -$1K – 858
2017
Q4 		$1K Hold
16
– – ﹤0.01% 845
2017
Q3 		$1K Hold
16
– – ﹤0.01% 844
2017
Q2 		$1K Buy
+16
New +$669 ﹤0.01% 834

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PCM
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HCM
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GF
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GL
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