Frontier Wealth Management’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-19,000
| Closed | -$544K | – | 358 |
|
|
2015
Q4 | $544K | Hold |
19,000
| – | – | 0.09% | 187 |
|
|
2015
Q3 | $549K | Hold |
19,000
| – | – | 0.09% | 199 |
|
|
2015
Q2 | $636K | Hold |
19,000
| – | – | 0.1% | 178 |
|
|
2015
Q1 | $644K | Hold |
19,000
| – | – | 0.1% | 140 |
|
|
2014
Q4 | $626K | Buy |
+19,000
| New | +$626K | 0.12% | 123 |
|