Financial Gravity Asset Management’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$90 | – | 1828 |
|
|
2024
Q1 | $90 | Buy |
+2
| New | +$90 | ﹤0.01% | 1753 |
|
|
2023
Q3 | – | Sell |
-36
| Closed | -$1.28K | – | 1427 |
|
|
2023
Q2 | $1.28K | Sell |
36
-4
| -10% | -$143 | ﹤0.01% | 746 |
|
|
2023
Q1 | $4 | Buy |
40
+4
| +11% | – | ﹤0.01% | 937 |
|
|
2022
Q4 | $1.36K | Buy |
36
+3
| +9% | +$113 | 0.01% | 606 |
|
|
2022
Q3 | $4 | Buy |
+33
| New | +$4 | ﹤0.01% | 792 |
|
|
2022
Q2 | – | Sell |
-68
| Closed | -$4 | – | 773 |
|
|
2022
Q1 | $4 | Sell |
68
-8
| -11% | – | ﹤0.01% | 819 |
|
|
2021
Q4 | $42 | Buy |
76
+75
| +7,500% | +$41 | ﹤0.01% | 728 |
|
|
2021
Q3 | $33K | Buy |
+1
| New | +$33K | 0.02% | 684 |
|
|
2020
Q1 | – | Sell |
-99
| Closed | -$33K | – | 1200 |
|
|
2019
Q4 | $33K | Sell |
99
-5
| -5% | -$1.67K | 0.02% | 830 |
|
|
2019
Q3 | $3K | Buy |
104
+89
| +593% | +$2.57K | ﹤0.01% | 801 |
|
|
2019
Q2 | $0 | Sell |
15
-91
| -86% | – | ﹤0.01% | 1384 |
|
|
2019
Q1 | $3K | Buy |
+106
| New | +$3K | ﹤0.01% | 829 |
|
|
2018
Q3 | $4K | Sell |
148
-34
| -19% | -$919 | ﹤0.01% | 769 |
|
|
2018
Q2 | $4K | Buy |
182
+26
| +17% | +$571 | ﹤0.01% | 820 |
|
|
2018
Q1 | $4K | Buy |
+156
| New | +$4K | ﹤0.01% | 778 |
|