Edgestream Partners’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-38,857
| Closed | -$1.32M | – | 907 |
|
|
2023
Q3 | $1.32M | Sell |
38,857
-3,738
| -9% | -$127K | 0.1% | 309 |
|
|
2023
Q2 | $1.53M | Buy |
+42,595
| New | +$1.53M | 0.14% | 255 |
|
|
2022
Q3 | – | Sell |
-30,082
| Closed | -$956K | – | 509 |
|
|
2022
Q2 | $956K | Sell |
30,082
-11,404
| -27% | -$362K | 0.08% | 328 |
|
|
2022
Q1 | $1.41M | Buy |
+41,486
| New | +$1.41M | 0.11% | 271 |
|
|
2021
Q4 | – | Sell |
-16,977
| Closed | -$552K | – | 505 |
|
|
2021
Q3 | $552K | Buy |
+16,977
| New | +$552K | 0.03% | 382 |
|