Next 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-300
| Closed | -$9K | – | 632 |
|
|
2017
Q3 | $9K | Hold |
300
| – | – | ﹤0.01% | 1248 |
|
|
2017
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 1395 |
|
|
2017
Q1 | $8K | Sell |
300
-430
| -59% | -$11.5K | ﹤0.01% | 1354 |
|
|
2016
Q4 | $21K | Hold |
730
| – | – | ﹤0.01% | 1347 |
|
|
2016
Q3 | $22K | Buy |
730
+430
| +143% | +$13K | ﹤0.01% | 1311 |
|
|
2016
Q2 | $8K | Hold |
300
| – | – | ﹤0.01% | 1273 |
|
|
2016
Q1 | $8K | Hold |
300
| – | – | ﹤0.01% | 1235 |
|
|
2015
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 1247 |
|
|
2015
Q3 | $8K | Hold |
300
| – | – | ﹤0.01% | 1279 |
|
|
2015
Q2 | $10K | Hold |
300
| – | – | ﹤0.01% | 1254 |
|
|
2015
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 1232 |
|
|
2014
Q4 | $10K | Sell |
300
-730
| -71% | -$24.3K | ﹤0.01% | 1243 |
|
|
2014
Q3 | $30K | Sell |
1,030
-350
| -25% | -$10.2K | 0.01% | 1202 |
|
|
2014
Q2 | $40K | Buy |
+1,380
| New | +$40K | 0.02% | 402 |
|