Belpointe Asset Management’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 |
-119
| Closed | -$4.78K | – | 1505 |
|
|
2023
Q1 | $4.78K | Hold |
119
| – | – | ﹤0.01% | 3037 |
|
|
2022
Q4 | $4.32K | Buy |
+119
| New | +$4.32K | ﹤0.01% | 2984 |
|
|
2022
Q3 | – | Sell |
-4,519
| Closed | -$144K | – | 1197 |
|
|
2022
Q2 | $144K | Hold |
4,519
| – | – | 0.01% | 957 |
|
|
2022
Q1 | $154K | Buy |
+4,519
| New | +$154K | 0.01% | 1022 |
|