LA
Lucus Advisors’s Federated Hermes FHI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-18,055
| Closed | -$521K | – | 267 |
|
|
2016
Q1 | $521K | Buy |
+18,055
| New | +$521K | 0.31% | 133 |
|
|
2015
Q2 | – | Sell |
-8,474
| Closed | -$287K | – | 352 |
|
|
2015
Q1 | $287K | Sell |
8,474
-6,234
| -42% | -$211K | 0.15% | 273 |
|
|
2014
Q4 | $484K | Buy |
+14,708
| New | +$484K | 0.22% | 98 |
|