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Keystone Financial Planning’s Federated Hermes FHI Stock Holding History

Keystone Financial Planning’s Portfolio FHI Stock Details FHI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-35,594
Closed -$1.09M – 51
2014
Q1 		$1.09M Hold
35,594
– – 0.84% 31
2013
Q4 		$1.03M Buy
+35,594
New +$1.03M 0.82% 33