Spire Wealth Management’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-33
| Closed | -$1.33K | – | 2433 |
|
|
2023
Q1 | $1.33K | Sell |
33
-80
| -71% | -$3.21K | ﹤0.01% | 2348 |
|
|
2022
Q4 | $4K | Buy |
+113
| New | +$4K | ﹤0.01% | 1888 |
|
|
2022
Q3 | – | Sell |
-950
| Closed | -$30K | – | 2317 |
|
|
2022
Q2 | $30K | Hold |
950
| – | – | ﹤0.01% | 1499 |
|
|
2022
Q1 | $32K | Hold |
950
| – | – | ﹤0.01% | 1619 |
|
|
2021
Q4 | $36K | Hold |
950
| – | – | ﹤0.01% | 1872 |
|
|
2021
Q3 | $31K | Hold |
950
| – | – | ﹤0.01% | 1669 |
|
|
2021
Q2 | $32K | Hold |
950
| – | – | ﹤0.01% | 1663 |
|
|
2021
Q1 | $30K | Buy |
+950
| New | +$30K | ﹤0.01% | 1967 |
|