Caldwell Trust’s Federated Hermes FHI Stock Holding History

Caldwell Trust’s Portfolio FHI Stock Details FHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-227
2020 Q4	$6.56K	Hold	227
2020 Q3	$4.88K	Hold	227
2020 Q2	$5.38K	Hold	227
2020 Q1	$4.32K	Hold	227
2019 Q4	$7.4K	Buy	+227