Choate Investment Advisors’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,790
| Closed | -$224K | – | 262 |
|
|
2015
Q4 | $224K | Buy |
+6,790
| New | +$224K | 0.02% | 242 |
|
|
2015
Q2 | – | Sell |
-5,933
| Closed | -$201K | – | 259 |
|
|
2015
Q1 | $201K | Sell |
5,933
-857
| -13% | -$29K | 0.01% | 246 |
|
|
2014
Q4 | $224K | Buy |
+6,790
| New | +$224K | 0.01% | 244 |
|
|
2014
Q3 | – | Sell |
-6,840
| Closed | -$211K | – | 275 |
|
|
2014
Q2 | $211K | Sell |
6,840
-890
| -12% | -$27.5K | 0.01% | 255 |
|
|
2014
Q1 | $236K | Sell |
7,730
-1,086
| -12% | -$33.2K | 0.01% | 251 |
|
|
2013
Q4 | $254K | Sell |
8,816
-3,660
| -29% | -$105K | 0.02% | 238 |
|
|
2013
Q3 | $339K | Sell |
12,476
-583
| -4% | -$15.8K | 0.03% | 203 |
|
|
2013
Q2 | $358K | Buy |
+13,059
| New | +$358K | 0.03% | 194 |
|