Capital Advisors Inc’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-246,627
| Closed | -$8.36M | – | 129 |
|
|
2015
Q1 | $8.36M | Buy |
246,627
+639
| +0.3% | +$21.7K | 1.03% | 36 |
|
|
2014
Q4 | $8.1M | Buy |
245,988
+27,554
| +13% | +$907K | 1.5% | 28 |
|
|
2014
Q3 | $6.41M | Buy |
218,434
+13,944
| +7% | +$409K | 1.31% | 43 |
|
|
2014
Q2 | $6.32M | Buy |
+204,490
| New | +$6.32M | 1.22% | 42 |
|