Moody Aldrich Partners’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-51,937
| Closed | -$1.77M | – | 150 |
|
|
2022
Q1 | $1.77M | Hold |
51,937
| – | – | 0.25% | 91 |
|
|
2021
Q4 | $1.95M | Hold |
51,937
| – | – | 0.27% | 94 |
|
|
2021
Q3 | $1.69M | Hold |
51,937
| – | – | 0.21% | 100 |
|
|
2021
Q2 | $1.76M | Buy |
51,937
+15,239
| +42% | +$517K | 0.25% | 100 |
|
|
2021
Q1 | $1.15M | Buy |
+36,698
| New | +$1.15M | 0.17% | 114 |
|
|
2020
Q1 | – | Sell |
-12,371
| Closed | -$403K | – | 145 |
|
|
2019
Q4 | $403K | Hold |
12,371
| – | – | 0.08% | 121 |
|
|
2019
Q3 | $401K | Hold |
12,371
| – | – | 0.11% | 108 |
|
|
2019
Q2 | $402K | Buy |
+12,371
| New | +$402K | 0.1% | 105 |
|