Camelot Portfolios’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-29,273
| Closed | -$777K | – | 245 |
|
|
2018
Q4 | $777K | Buy |
29,273
+5,605
| +24% | +$149K | 0.36% | 80 |
|
|
2018
Q3 | $571K | Buy |
23,668
+485
| +2% | +$11.7K | 0.26% | 108 |
|
|
2018
Q2 | $541K | Sell |
23,183
-2,114
| -8% | -$49.3K | 0.23% | 108 |
|
|
2018
Q1 | $845K | Sell |
25,297
-481
| -2% | -$16.1K | 0.39% | 73 |
|
|
2017
Q4 | $930K | Sell |
25,778
-113
| -0.4% | -$4.08K | 0.44% | 69 |
|
|
2017
Q3 | $769K | Buy |
25,891
+1,032
| +4% | +$30.7K | 0.37% | 73 |
|
|
2017
Q2 | $702K | Buy |
24,859
+119
| +0.5% | +$3.36K | 0.35% | 75 |
|
|
2017
Q1 | $652K | Buy |
+24,740
| New | +$652K | 0.32% | 88 |
|