EWM
Evercore Wealth Management’s Federated Hermes FHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-250
| Closed | -$7K | – | 962 |
|
|
2015
Q4 | $7K | Buy |
+250
| New | +$7K | ﹤0.01% | 886 |
|
|
2015
Q3 | – | Sell |
-1,760
| Closed | -$59K | – | 1003 |
|
|
2015
Q2 | $59K | Hold |
1,760
| – | – | ﹤0.01% | 607 |
|
|
2015
Q1 | $60K | Hold |
1,760
| – | – | ﹤0.01% | 603 |
|
|
2014
Q4 | $58K | Hold |
1,760
| – | – | ﹤0.01% | 538 |
|
|
2014
Q3 | $52K | Hold |
1,760
| – | – | ﹤0.01% | 606 |
|
|
2014
Q2 | $54K | Hold |
1,760
| – | – | ﹤0.01% | 600 |
|
|
2014
Q1 | $54K | Hold |
1,760
| – | – | ﹤0.01% | 585 |
|
|
2013
Q4 | $51K | Hold |
1,760
| – | – | ﹤0.01% | 558 |
|
|
2013
Q3 | $48K | Hold |
1,760
| – | – | ﹤0.01% | 570 |
|
|
2013
Q2 | $48K | Buy |
+1,760
| New | +$48K | ﹤0.01% | 576 |
|