Optimum Investment Advisors’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-153
| Closed | -$5.17K | – | 668 |
|
|
2023
Q3 | $5.17K | Hold |
153
| – | – | ﹤0.01% | 601 |
|
|
2023
Q2 | $5.47K | Hold |
153
| – | – | ﹤0.01% | 602 |
|
|
2023
Q1 | $6.12K | Hold |
153
| – | – | ﹤0.01% | 602 |
|
|
2022
Q4 | $5.54K | Hold |
153
| – | – | ﹤0.01% | 618 |
|
|
2022
Q3 | $5K | Hold |
153
| – | – | ﹤0.01% | 649 |
|
|
2022
Q2 | $5K | Buy |
153
+2
| +1% | +$65 | ﹤0.01% | 671 |
|
|
2022
Q1 | $5K | Buy |
+151
| New | +$5K | ﹤0.01% | 724 |
|