Gary Goldberg Planning Services’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $25K | Hold |
750
| – | – | 0.01% | 284 |
|
|
2014
Q3 | $22K | Sell |
750
-1,030
| -58% | -$30.2K | 0.01% | 304 |
|
|
2014
Q2 | $55K | Hold |
1,780
| – | – | 0.02% | 209 |
|
|
2014
Q1 | $54K | Hold |
1,780
| – | – | 0.03% | 215 |
|
|
2013
Q4 | $51K | Hold |
1,780
| – | – | 0.03% | 199 |
|
|
2013
Q3 | $48K | Hold |
1,780
| – | – | 0.03% | 201 |
|
|
2013
Q2 | $49K | Buy |
+1,780
| New | +$49K | 0.03% | 191 |
|