Disciplined Investments’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-27
| Closed | -$968 | – | 607 |
|
|
2023
Q2 | $968 | Hold |
27
| – | – | ﹤0.01% | 978 |
|
|
2023
Q1 | $1.08K | Sell |
27
-3
| -10% | -$120 | ﹤0.01% | 921 |
|
|
2022
Q4 | $1.09K | Hold |
30
| – | – | ﹤0.01% | 865 |
|
|
2022
Q3 | $1K | Buy |
30
+3
| +11% | +$100 | ﹤0.01% | 895 |
|
|
2022
Q2 | $1K | Buy |
27
+2
| +8% | +$74 | ﹤0.01% | 912 |
|
|
2022
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 967 |
|