Summit Financial Group’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-10,000
| Closed | -$191K | – | 156 |
|
|
2020
Q1 | $191K | Hold |
10,000
| – | – | 0.11% | 135 |
|
|
2019
Q4 | $326K | Hold |
10,000
| – | – | 0.16% | 111 |
|
|
2019
Q3 | $324K | Hold |
10,000
| – | – | 0.16% | 113 |
|
|
2019
Q2 | $325K | Hold |
10,000
| – | – | 0.15% | 121 |
|
|
2019
Q1 | $293K | Hold |
10,000
| – | – | 0.23% | 90 |
|
|
2018
Q4 | $266K | Hold |
10,000
| – | – | 0.23% | 88 |
|
|
2018
Q3 | $241K | Hold |
10,000
| – | – | 0.18% | 110 |
|
|
2018
Q2 | $233K | Hold |
10,000
| – | – | 0.18% | 112 |
|
|
2018
Q1 | $334K | Hold |
10,000
| – | – | 0.26% | 93 |
|
|
2017
Q4 | $361K | Hold |
10,000
| – | – | 0.3% | 83 |
|
|
2017
Q3 | $297K | Hold |
10,000
| – | – | 0.25% | 92 |
|
|
2017
Q2 | $283K | Buy |
+10,000
| New | +$283K | 0.25% | 91 |
|