Phase 2 Partners’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.52M | Buy |
+109,981
| New | +$4.52M | 3.39% | 15 |
|
|
2024
Q2 | – | Sell |
-224,165
| Closed | -$8.1M | – | 34 |
|
|
2024
Q1 | $8.1M | Buy |
+224,165
| New | +$8.1M | 4.23% | 10 |
|
|
2022
Q4 | – | Sell |
-271,913
| Closed | -$9.01M | – | 21 |
|
|
2022
Q3 | $9.01M | Buy |
+271,913
| New | +$9.01M | 4.28% | 8 |
|