AE Wealth Management’s Federated Hermes FHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q4
Sell
-7,715
Closed -$250K 1137
2019
Q3
$250K Buy
7,715
+930
+14% +$30.1K 0.01% 846
2019
Q2
$221K Buy
+6,785
New +$221K 0.01% 863