Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-113
| Closed | -$3K | – | 721 |
|
|
2019
Q3 | $3K | Hold |
113
| – | – | ﹤0.01% | 593 |
|
|
2019
Q2 | $3K | Hold |
113
| – | – | ﹤0.01% | 563 |
|
|
2019
Q1 | $3K | Hold |
113
| – | – | ﹤0.01% | 578 |
|
|
2018
Q4 | $3K | Hold |
113
| – | – | ﹤0.01% | 517 |
|
|
2018
Q3 | $3K | Sell |
113
-211
| -65% | -$5.6K | ﹤0.01% | 550 |
|
|
2018
Q2 | $8K | Sell |
324
-160
| -33% | -$3.95K | ﹤0.01% | 391 |
|
|
2018
Q1 | $16K | Hold |
484
| – | – | 0.01% | 318 |
|
|
2017
Q4 | $17K | Buy |
484
+6
| +1% | +$211 | 0.01% | 329 |
|
|
2017
Q3 | $14K | Sell |
478
-17
| -3% | -$498 | ﹤0.01% | 351 |
|
|
2017
Q2 | $14K | Sell |
495
-150
| -23% | -$4.24K | 0.01% | 340 |
|
|
2017
Q1 | $17K | Sell |
645
-1,108
| -63% | -$29.2K | 0.01% | 145 |
|
|
2016
Q4 | $50K | Buy |
1,753
+602
| +52% | +$17.2K | 0.04% | 108 |
|
|
2016
Q3 | $34K | Sell |
1,151
-36
| -3% | -$1.06K | 0.03% | 121 |
|
|
2016
Q2 | $34K | Buy |
1,187
+104
| +10% | +$2.98K | 0.02% | 122 |
|
|
2016
Q1 | $31K | Sell |
1,083
-525
| -33% | -$15K | 0.02% | 129 |
|
|
2015
Q4 | $46K | Buy |
+1,608
| New | +$46K | 0.04% | 112 |
|