Independent Portfolio Consultants’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-1,291
| Closed | -$37K | – | 764 |
|
|
2015
Q4 | $37K | Sell |
1,291
-32,415
| -96% | -$929K | 0.01% | 614 |
|
|
2015
Q3 | $974K | Buy |
33,706
+1,400
| +4% | +$40.5K | 0.21% | 137 |
|
|
2015
Q2 | $1.08M | Buy |
32,306
+3,821
| +13% | +$128K | 0.22% | 157 |
|
|
2015
Q1 | $965K | Buy |
28,485
+28,090
| +7,111% | +$952K | 0.2% | 155 |
|
|
2014
Q4 | $13K | Buy |
+395
| New | +$13K | ﹤0.01% | 690 |
|
|
2014
Q3 | – | Sell |
-1,830
| Closed | -$57K | – | 874 |
|
|
2014
Q2 | $57K | Buy |
+1,830
| New | +$57K | 0.02% | 617 |
|