Aufman Associates’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,580
| Closed | -$210K | – | 49 |
|
|
2021
Q4 | $210K | Sell |
5,580
-2,043
| -27% | -$76.9K | 0.16% | 52 |
|
|
2021
Q3 | $248K | Sell |
7,623
-1,600
| -17% | -$52.1K | 0.2% | 37 |
|
|
2021
Q2 | $313K | Sell |
9,223
-1,802
| -16% | -$61.2K | 0.24% | 29 |
|
|
2021
Q1 | $345K | Sell |
11,025
-2,857
| -21% | -$89.4K | 0.29% | 25 |
|
|
2020
Q4 | $401K | Sell |
13,882
-4,018
| -22% | -$116K | 0.36% | 22 |
|
|
2020
Q3 | $385K | Sell |
17,900
-1,760
| -9% | -$37.9K | 0.41% | 23 |
|
|
2020
Q2 | $466K | Sell |
19,660
-3,515
| -15% | -$83.3K | 0.53% | 20 |
|
|
2020
Q1 | $441K | Sell |
23,175
-754
| -3% | -$14.3K | 0.61% | 20 |
|
|
2019
Q4 | $780K | Buy |
+23,929
| New | +$780K | 0.8% | 14 |
|