Sowell Financial Services’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-339
| Closed | -$11K | – | 1262 |
|
|
2021
Q1 | $11K | Buy |
339
+180
| +113% | +$5.84K | ﹤0.01% | 2273 |
|
|
2020
Q4 | $5K | Sell |
159
-108
| -40% | -$3.4K | ﹤0.01% | 2267 |
|
|
2020
Q3 | $6K | Buy |
267
+152
| +132% | +$3.42K | ﹤0.01% | 1942 |
|
|
2020
Q2 | $3K | Hold |
115
| – | – | ﹤0.01% | 2035 |
|
|
2020
Q1 | $2K | Hold |
115
| – | – | ﹤0.01% | 2055 |
|
|
2019
Q4 | $4K | Hold |
115
| – | – | ﹤0.01% | 1963 |
|
|
2019
Q3 | $4K | Buy |
+115
| New | +$4K | ﹤0.01% | 1830 |
|