Howe & Rusling’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-62
| Closed | -$2K | – | 576 |
|
|
2022
Q3 | $2K | Buy |
+62
| New | +$2K | ﹤0.01% | 858 |
|
|
2021
Q1 | – | Sell |
-37
| Closed | -$1K | – | 963 |
|
|
2020
Q4 | $1K | Buy |
+37
| New | +$1K | ﹤0.01% | 869 |
|
|
2016
Q2 | – | Sell |
-33
| Closed | -$1K | – | 987 |
|
|
2016
Q1 | $1K | Sell |
33
-179
| -84% | -$5.42K | ﹤0.01% | 936 |
|
|
2015
Q4 | $6K | Sell |
212
-142
| -40% | -$4.02K | ﹤0.01% | 592 |
|
|
2015
Q3 | $10K | Hold |
354
| – | – | ﹤0.01% | 496 |
|
|
2015
Q2 | $12K | Hold |
354
| – | – | ﹤0.01% | 488 |
|
|
2015
Q1 | $12K | Sell |
354
-19
| -5% | -$644 | ﹤0.01% | 467 |
|
|
2014
Q4 | $12K | Buy |
373
+340
| +1,030% | +$10.9K | ﹤0.01% | 469 |
|
|
2014
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 823 |
|
|
2014
Q2 | $1K | Hold |
33
| – | – | ﹤0.01% | 754 |
|
|
2014
Q1 | $1K | Hold |
33
| – | – | ﹤0.01% | 804 |
|
|
2013
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 744 |
|
|
2013
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 835 |
|
|
2013
Q2 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 856 |
|