Capital Wealth Planning’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.37M | Hold |
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|
2016
Q3 | $2.48M | Hold |
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|
2016
Q2 | $2.41M | Sell |
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|
2016
Q1 | $5.5M | Buy |
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|
2015
Q4 | $5.25M | Buy |
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|
2015
Q3 | $5.33M | Hold |
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|
2015
Q2 | $6.08M | Hold |
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|
2015
Q1 | $6.15M | Hold |
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|
2014
Q4 | $5.98M | Buy |
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|
2014
Q3 | $5.28M | Hold |
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|
2014
Q2 | $5.56M | Hold |
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|
2014
Q1 | $5.49M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $4.83M | Buy |
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|
2013
Q2 | $4.63M | Buy |
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