IWA
FHI icon

IBEX Wealth Advisors’s Federated Hermes FHI Stock Holding History

IBEX Wealth Advisors’s Portfolio FHI Stock Details FHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,389
Closed -$450K – 295
2024
Q1 		$450K Buy
+12,389
New +$450K 0.12% 94
2023
Q1 		$463K Sell
11,527
-862
-7% -$34.6K 0.12% 86
2022
Q4 		$450K Buy
+12,389
New +$450K 0.1% 134