JWS
Juncture Wealth Strategies’s Federated Hermes FHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-6,300
| Closed | -$229K | – | 109 |
|
|
2022
Q4 | $229K | Sell |
6,300
-200
| -3% | -$7.26K | 0.11% | 105 |
|
|
2022
Q3 | $215K | Buy |
+6,500
| New | +$215K | 0.11% | 100 |
|
|
2021
Q2 | – | Sell |
-6,500
| Closed | -$205K | – | 114 |
|
|
2021
Q1 | $205K | Buy |
+6,500
| New | +$205K | 0.13% | 98 |
|