Pathstone Family Office’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $250K | Buy |
+7,383
| New | +$250K | ﹤0.01% | 1387 |
|
|
2023
Q2 | – | Sell |
-5,056
| Closed | -$203K | – | 1258 |
|
|
2023
Q1 | $203K | Sell |
5,056
-8,714
| -63% | -$350K | ﹤0.01% | 1087 |
|
|
2022
Q4 | $1.19M | Sell |
13,770
-1,896
| -12% | -$164K | 0.01% | 706 |
|
|
2022
Q3 | $533K | Buy |
+15,666
| New | +$533K | ﹤0.01% | 1051 |
|
|
2022
Q1 | – | Sell |
-5,612
| Closed | -$211K | – | 976 |
|
|
2021
Q4 | $211K | Buy |
+5,612
| New | +$211K | 0.01% | 825 |
|
|
2021
Q1 | – | Sell |
-10
| Closed | – | – | 882 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 1186 |
|
|
2020
Q3 | $0 | Sell |
10
-10
| -50% | – | ﹤0.01% | 870 |
|
|
2020
Q2 | $0 | Buy |
+20
| New | – | ﹤0.01% | 806 |
|