Bruderman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,525
| Closed | -$133K | – | 260 |
|
|
2019
Q1 | $133K | Buy |
4,525
+384
| +9% | +$11.3K | 0.03% | 153 |
|
|
2018
Q4 | $110K | Sell |
4,141
-506
| -11% | -$13.4K | 0.03% | 162 |
|
|
2018
Q3 | $112K | Sell |
4,647
-179
| -4% | -$4.31K | 0.03% | 149 |
|
|
2018
Q2 | $113K | Buy |
+4,826
| New | +$113K | 0.03% | 158 |
|
|
2016
Q1 | – | Sell |
-750
| Closed | -$21K | – | 394 |
|
|
2015
Q4 | $21K | Hold |
750
| – | – | 0.01% | 278 |
|
|
2015
Q3 | $22K | Hold |
750
| – | – | 0.01% | 268 |
|
|
2015
Q2 | $25K | Hold |
750
| – | – | 0.01% | 281 |
|
|
2015
Q1 | $25K | Buy |
+750
| New | +$25K | 0.01% | 275 |
|