Magnus Financial Group’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,291
| Closed | -$253K | – | 707 |
|
|
2020
Q1 | $253K | Buy |
13,291
+1,479
| +13% | +$28.2K | 0.03% | 357 |
|
|
2019
Q4 | $385K | Sell |
11,812
-325
| -3% | -$10.6K | 0.06% | 212 |
|
|
2019
Q3 | $393K | Hold |
12,137
| – | – | 0.07% | 165 |
|
|
2019
Q2 | $394K | Hold |
12,137
| – | – | 0.08% | 158 |
|
|
2019
Q1 | $356K | Hold |
12,137
| – | – | 0.07% | 180 |
|
|
2018
Q4 | $322K | Buy |
+12,137
| New | +$322K | 0.09% | 163 |
|