Avitas 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
2020
Q1
Sell
-72,293
Closed -$2.36M 142
2019
Q4
$2.36M Buy
72,293
+142
+0.2% +$4.63K 0.6% 75
2019
Q3
$2.34M Buy
72,151
+928
+1% +$30.1K 0.65% 72
2019
Q2
$2.32M Sell
71,223
-397
-0.6% -$12.9K 0.64% 72
2019
Q1
$2.1M Buy
+71,620
New +$2.1M 0.61% 75