PFG Private Wealth Management’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-106
| Closed | -$4K | – | 318 |
|
|
2022
Q4 | $4K | Hold |
106
| – | – | ﹤0.01% | 236 |
|
|
2022
Q3 | $4K | Hold |
106
| – | – | ﹤0.01% | 223 |
|
|
2022
Q2 | $3K | Hold |
106
| – | – | ﹤0.01% | 256 |
|
|
2022
Q1 | $4K | Hold |
106
| – | – | ﹤0.01% | 233 |
|
|
2021
Q4 | $4K | Hold |
106
| – | – | ﹤0.01% | 236 |
|
|
2021
Q3 | $3K | Buy |
+106
| New | +$3K | ﹤0.01% | 242 |
|