Proficio Capital Partners’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 |
-178
| Closed | -$6K | – | 1295 |
|
2018
Q1 | $6K | Hold |
178
| – | – | ﹤0.01% | 956 |
|
2017
Q4 | $6K | Hold |
178
| – | – | ﹤0.01% | 930 |
|
2017
Q3 | $5K | Hold |
178
| – | – | ﹤0.01% | 948 |
|
2017
Q2 | $5K | Hold |
178
| – | – | ﹤0.01% | 955 |
|
2017
Q1 | $5K | Buy |
178
+83
| +87% | +$2.33K | ﹤0.01% | 982 |
|
2016
Q4 | $3K | Hold |
95
| – | – | ﹤0.01% | 835 |
|
2016
Q3 | $3K | Hold |
95
| – | – | ﹤0.01% | 804 |
|
2016
Q2 | $3K | Hold |
95
| – | – | ﹤0.01% | 773 |
|
2016
Q1 | $3K | Buy |
+95
| New | +$3K | ﹤0.01% | 630 |
|