Sutton Wealth Advisors’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-17
| Closed | -$617 | – | 1071 |
|
|
2022
Q4 | $617 | Hold |
17
| – | – | ﹤0.01% | 1448 |
|
|
2022
Q3 | $563 | Buy |
17
+5
| +42% | +$166 | ﹤0.01% | 1449 |
|
|
2022
Q2 | $381 | Buy |
+12
| New | +$381 | ﹤0.01% | 1503 |
|
|
2022
Q1 | – | Sell |
-9
| Closed | -$338 | – | 1659 |
|
|
2021
Q4 | $338 | Buy |
+9
| New | +$338 | ﹤0.01% | 1588 |
|
|
2021
Q2 | – | Sell |
-190
| Closed | -$5.95K | – | 1289 |
|
|
2021
Q1 | $5.95K | Hold |
190
| – | – | ﹤0.01% | 982 |
|
|
2020
Q4 | $5.49K | Hold |
190
| – | – | ﹤0.01% | 958 |
|
|
2020
Q3 | $4.09K | Sell |
190
-192
| -50% | -$4.13K | ﹤0.01% | 978 |
|
|
2020
Q2 | $9.05K | Hold |
382
| – | – | ﹤0.01% | 736 |
|
|
2020
Q1 | $7.28K | Hold |
382
| – | – | ﹤0.01% | 742 |
|
|
2019
Q4 | $12.4K | Hold |
382
| – | – | 0.01% | 758 |
|
|
2019
Q3 | $12.4K | Sell |
382
-19
| -5% | -$616 | 0.01% | 731 |
|
|
2019
Q2 | $13K | Hold |
401
| – | – | 0.01% | 708 |
|
|
2019
Q1 | $11.8K | Hold |
401
| – | – | 0.01% | 750 |
|
|
2018
Q4 | $10.6K | Hold |
401
| – | – | 0.01% | 728 |
|
|
2018
Q3 | $9.67K | Hold |
401
| – | – | 0.01% | 789 |
|
|
2018
Q2 | $9.35K | Hold |
401
| – | – | 0.01% | 849 |
|
|
2018
Q1 | $13.4K | Hold |
401
| – | – | 0.01% | 716 |
|
|
2017
Q4 | $14.5K | Hold |
401
| – | – | 0.01% | 671 |
|
|
2017
Q3 | $11.9K | Hold |
401
| – | – | 0.01% | 722 |
|
|
2017
Q2 | $11.3K | Hold |
401
| – | – | 0.01% | 717 |
|
|
2017
Q1 | $10.6K | Sell |
401
-350
| -47% | -$9.22K | 0.01% | 699 |
|
|
2016
Q4 | $21.2K | Sell |
751
-612
| -45% | -$17.3K | 0.02% | 472 |
|
|
2016
Q3 | $40.4K | Hold |
1,363
| – | – | 0.04% | 292 |
|
|
2016
Q2 | $39.2K | Hold |
1,363
| – | – | 0.04% | 283 |
|
|
2016
Q1 | $39.3K | Buy |
+1,363
| New | +$39.3K | 0.04% | 284 |
|