Hamel Associates’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-19,000
| Closed | -$549K | – | 89 |
|
|
2015
Q3 | $549K | Hold |
19,000
| – | – | 0.39% | 62 |
|
|
2015
Q2 | $636K | Hold |
19,000
| – | – | 0.42% | 66 |
|
|
2015
Q1 | $644K | Hold |
19,000
| – | – | 0.43% | 68 |
|
|
2014
Q4 | $626K | Hold |
19,000
| – | – | 0.41% | 63 |
|
|
2014
Q3 | $558K | Hold |
19,000
| – | – | 0.37% | 69 |
|
|
2014
Q2 | $579K | Hold |
19,000
| – | – | 0.38% | 70 |
|
|
2014
Q1 | $580K | Hold |
19,000
| – | – | 0.4% | 67 |
|
|
2013
Q4 | $547K | Buy |
+19,000
| New | +$547K | 0.38% | 70 |
|