Glassman Wealth Services’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 |
-6
| Closed | -$203 | – | 771 |
|
|
2023
Q4 | $203 | Sell |
6
-37
| -86% | -$1.25K | ﹤0.01% | 1892 |
|
|
2023
Q3 | $1.46K | Sell |
43
-7
| -14% | -$237 | ﹤0.01% | 1436 |
|
|
2023
Q2 | $1.79K | Hold |
50
| – | – | ﹤0.01% | 1290 |
|
|
2023
Q1 | $2.01K | Buy |
50
+7
| +16% | +$281 | ﹤0.01% | 1242 |
|
|
2022
Q4 | $1.56K | Hold |
43
| – | – | ﹤0.01% | 1315 |
|
|
2022
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 1399 |
|
|
2022
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 1409 |
|
|
2022
Q1 | $1K | Sell |
43
-7
| -14% | -$163 | ﹤0.01% | 1394 |
|
|
2021
Q4 | $2K | Buy |
50
+7
| +16% | +$280 | ﹤0.01% | 1192 |
|
|
2021
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 1339 |
|
|
2021
Q2 | $1K | Hold |
43
| – | – | ﹤0.01% | 1280 |
|
|
2021
Q1 | $1K | Hold |
43
| – | – | ﹤0.01% | 1245 |
|
|
2020
Q4 | $1K | Hold |
43
| – | – | ﹤0.01% | 1205 |
|
|
2020
Q3 | $1K | Hold |
43
| – | – | ﹤0.01% | 1148 |
|
|
2020
Q2 | $1K | Buy |
43
+6
| +16% | +$140 | ﹤0.01% | 1014 |
|
|
2020
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 867 |
|
|
2019
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 912 |
|
|
2019
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 829 |
|
|
2019
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 838 |
|
|
2019
Q1 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 794 |
|
|
2017
Q2 | – | Sell |
-6,020
| Closed | -$159K | – | 583 |
|
|
2017
Q1 | $159K | Hold |
6,020
| – | – | 0.11% | 90 |
|
|
2016
Q4 | $170K | Buy |
+6,020
| New | +$170K | 0.12% | 100 |
|