B. Riley Wealth Advisors’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8,413
| Closed | -$338K | – | 1575 |
|
|
2023
Q1 | $338K | Sell |
8,413
-2,903
| -26% | -$117K | 0.01% | 1009 |
|
|
2022
Q4 | $411K | Buy |
+11,316
| New | +$411K | 0.01% | 866 |
|
|
2014
Q3 | – | Sell |
-2,595
| Closed | -$80.2K | – | 1081 |
|
|
2014
Q2 | $80.2K | Hold |
2,595
| – | – | 0.02% | 815 |
|
|
2014
Q1 | $79K | Buy |
+2,595
| New | +$79K | 0.02% | 665 |
|