Braver 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
2014
Q1
Sell
-43,408
Closed -$1.25M 80
2013
Q4
$1.25M Sell
43,408
-4,572
-10% -$132K 0.43% 47
2013
Q3
$1.3M Buy
47,980
+2,268
+5% +$61.6K 0.45% 45
2013
Q2
$1.25M Buy
+45,712
New +$1.25M 0.58% 37