Essex Financial Services’s Federated Hermes FHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q4
Sell
-7,150
Closed -$207K 326
2015
Q3
$207K Hold
7,150
0.05% 294
2015
Q2
$239K Hold
7,150
0.06% 276
2015
Q1
$242K Buy
7,150
+500
+8% +$16.9K 0.06% 272
2014
Q4
$219K Buy
+6,650
New +$219K 0.06% 289