Sterneck Capital Management’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-67,251
| Closed | -$2.08M | – | 125 |
|
|
2014
Q2 | $2.08M | Sell |
67,251
-14,062
| -17% | -$435K | 1.21% | 32 |
|
|
2014
Q1 | $2.48M | Buy |
81,313
+15,885
| +24% | +$485K | 1.35% | 29 |
|
|
2013
Q4 | $1.88M | Sell |
65,428
-6,464
| -9% | -$186K | 1.14% | 31 |
|
|
2013
Q3 | $1.95M | Sell |
71,892
-831
| -1% | -$22.6K | 1.24% | 27 |
|
|
2013
Q2 | $1.99M | Buy |
+72,723
| New | +$1.99M | 1.26% | 28 |
|