Schneider Downs Wealth Management Advisors’s Federated Hermes Short Duration High Yield ETF FHYS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-65,032
| Closed | -$1.49M | – | 144 |
|
2024
Q2 | $1.49M | Hold |
65,032
| – | – | 0.33% | 42 |
|
2024
Q1 | $1.49M | Hold |
65,032
| – | – | 0.34% | 41 |
|
2023
Q4 | $1.48M | Sell |
65,032
-5,450
| -8% | -$124K | 0.39% | 39 |
|
2023
Q3 | $1.57M | Hold |
70,482
| – | – | 0.36% | 34 |
|
2023
Q2 | $1.57M | Hold |
70,482
| – | – | 0.36% | 36 |
|
2023
Q1 | $1.58M | Hold |
70,482
| – | – | 0.32% | 37 |
|
2022
Q4 | $1.55M | Buy |
70,482
+59,582
| +547% | +$1.31M | 0.34% | 37 |
|
2022
Q3 | $236K | Hold |
10,900
| – | – | 0.07% | 114 |
|
2022
Q2 | $237K | Hold |
10,900
| – | – | 0.07% | 119 |
|
2022
Q1 | $262K | Buy |
+10,900
| New | +$262K | 0.07% | 121 |
|