Ranch Capital Advisors’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29,898
| Closed | -$1.01M | – | 151 |
|
|
2023
Q3 | $1.01M | Buy |
29,898
+42
| +0.1% | +$1.42K | 0.71% | 42 |
|
|
2023
Q2 | $1.07M | Sell |
29,856
-137
| -0.5% | -$4.91K | 0.75% | 41 |
|
|
2023
Q1 | $1.2M | Buy |
29,993
+2,668
| +10% | +$107K | 0.88% | 33 |
|
|
2022
Q4 | $992K | Buy |
27,325
+7,971
| +41% | +$289K | 0.78% | 39 |
|
|
2022
Q3 | $641K | Buy |
+19,354
| New | +$641K | 0.52% | 65 |
|