Kaizen Advisory’s Federated Hermes FHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$988K Sell
37,192
-7,190
-16% -$191K 0.69% 12
2018
Q3
$1.07M Buy
+44,382
New +$1.07M 0.56% 38
2018
Q1
Sell
-38,509
Closed -$1.39M 593
2017
Q4
$1.39M Buy
+38,509
New +$1.39M 0.83% 23