CWA
FHI icon

CM Wealth Advisors’s Federated Hermes FHI Stock Holding History

CM Wealth Advisors’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,858
Closed -$203K – 257
2023
Q1 		$203K Buy
+4,858
New +$203K 0.04% 368