Mariner Wealth Advisors (Cincinnati)’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-12,500
| Closed | -$354K | – | 248 |
|
|
2016
Q4 | $354K | Sell |
12,500
-700
| -5% | -$19.8K | 0.03% | 193 |
|
|
2016
Q3 | $391K | Hold |
13,200
| – | – | 0.03% | 183 |
|
|
2016
Q2 | $380K | Buy |
13,200
+5,300
| +67% | +$153K | 0.03% | 183 |
|
|
2016
Q1 | $228K | Sell |
7,900
-5,000
| -39% | -$144K | 0.02% | 221 |
|
|
2015
Q4 | $370K | Buy |
+12,900
| New | +$370K | 0.04% | 172 |
|