Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-150
| Closed | -$3K | – | 703 |
|
|
2020
Q3 | $3K | Buy |
+150
| New | +$3K | ﹤0.01% | 296 |
|
|
2020
Q1 | – | Sell |
-64
| Closed | -$2K | – | 652 |
|
|
2019
Q4 | $2K | Hold |
64
| – | – | ﹤0.01% | 606 |
|
|
2019
Q3 | $2K | Hold |
64
| – | – | ﹤0.01% | 684 |
|
|
2019
Q2 | $2K | Hold |
64
| – | – | ﹤0.01% | 536 |
|
|
2019
Q1 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 614 |
|