Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-26
| Closed | -$1K | – | 501 |
|
|
2016
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1142 |
|
|
2016
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1168 |
|
|
2016
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 1083 |
|
|
2015
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 1181 |
|
|
2015
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 1195 |
|
|
2015
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 1229 |
|
|
2015
Q1 | $0 | Buy |
+26
| New | – | ﹤0.01% | 1311 |
|