Plante Moran Financial Advisors’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-129
| Closed | -$4K | – | 867 |
|
|
2018
Q1 | $4K | Hold |
129
| – | – | ﹤0.01% | 750 |
|
|
2017
Q4 | $5K | Hold |
129
| – | – | ﹤0.01% | 701 |
|
|
2017
Q3 | $4K | Hold |
129
| – | – | ﹤0.01% | 674 |
|
|
2017
Q2 | $4K | Hold |
129
| – | – | ﹤0.01% | 690 |
|
|
2017
Q1 | $3K | Hold |
129
| – | – | ﹤0.01% | 754 |
|
|
2016
Q4 | $4K | Hold |
129
| – | – | ﹤0.01% | 749 |
|
|
2016
Q3 | $4K | Buy |
+129
| New | +$4K | ﹤0.01% | 735 |
|
|
2016
Q2 | – | Sell |
-500
| Closed | -$14K | – | 910 |
|
|
2016
Q1 | $14K | Sell |
500
-240
| -32% | -$6.72K | 0.01% | 433 |
|
|
2015
Q4 | $21K | Buy |
+740
| New | +$21K | 0.02% | 440 |
|