IndexIQ Advisors’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $403K | Buy |
+11,839
| New | +$403K | 0.01% | 633 |
|
2021
Q1 | – | Sell |
-11,451
| Closed | -$331K | – | 1194 |
|
2020
Q4 | $331K | Buy |
11,451
+1,592
| +16% | +$46K | 0.01% | 597 |
|
2020
Q3 | $212K | Buy |
9,859
+534
| +6% | +$11.5K | 0.01% | 598 |
|
2020
Q2 | $221K | Sell |
9,325
-378
| -4% | -$8.96K | 0.01% | 471 |
|
2020
Q1 | $185K | Buy |
+9,703
| New | +$185K | 0.01% | 563 |
|
2019
Q1 | – | Sell |
-62,923
| Closed | -$1.67M | – | 613 |
|
2018
Q4 | $1.67M | Sell |
62,923
-5,138
| -8% | -$136K | 0.05% | 291 |
|
2018
Q3 | $1.64M | Buy |
68,061
+2,569
| +4% | +$62K | 0.05% | 388 |
|
2018
Q2 | $1.53M | Buy |
65,492
+4,842
| +8% | +$113K | 0.05% | 423 |
|
2018
Q1 | $2.03M | Buy |
+60,650
| New | +$2.03M | 0.07% | 250 |
|