Summit Securities Group’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1
| Closed | – | – | 459 |
|
|
2023
Q4 | $0 | Buy |
+1
| New | – | ﹤0.01% | 554 |
|
|
2023
Q1 | – | Sell |
-5,375
| Closed | -$195K | – | 793 |
|
|
2022
Q4 | $195K | Buy |
+5,375
| New | +$195K | 0.01% | 311 |
|
|
2014
Q4 | – | Sell |
-71
| Closed | -$2K | – | 505 |
|
|
2014
Q3 | $2K | Buy |
+71
| New | +$2K | ﹤0.01% | 514 |
|