Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$1.69K | – | 2159 |
|
|
2023
Q4 | $1.69K | Hold |
50
| – | – | ﹤0.01% | 1943 |
|
|
2023
Q3 | $1.69K | Buy |
+50
| New | +$1.69K | ﹤0.01% | 1959 |
|
|
2021
Q2 | – | Sell |
-400
| Closed | -$11K | – | 2938 |
|
|
2021
Q1 | $11K | Buy |
+400
| New | +$11K | ﹤0.01% | 2335 |
|
|
2018
Q2 | – | Sell |
-578
| Closed | -$19K | – | 2280 |
|
|
2018
Q1 | $19K | Buy |
578
+200
| +53% | +$6.57K | ﹤0.01% | 1409 |
|
|
2017
Q4 | $13K | Hold |
378
| – | – | ﹤0.01% | 1537 |
|
|
2017
Q3 | $11K | Hold |
378
| – | – | ﹤0.01% | 1542 |
|
|
2017
Q2 | $10K | Buy |
378
+190
| +101% | +$5.03K | ﹤0.01% | 1527 |
|
|
2017
Q1 | $4K | Buy |
+188
| New | +$4K | ﹤0.01% | 1733 |
|
|
2016
Q3 | – | Sell |
-300
| Closed | -$8K | – | 1973 |
|
|
2016
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 1391 |
|
|
2016
Q1 | $8K | Buy |
+300
| New | +$8K | ﹤0.01% | 1375 |
|