SVB Wealth’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-32,286
| Closed | -$959K | – | 483 |
|
|
2017
Q3 | $959K | Buy |
32,286
+1,867
| +6% | +$55.5K | 0.04% | 262 |
|
|
2017
Q2 | $859K | Buy |
30,419
+4,351
| +17% | +$123K | 0.03% | 276 |
|
|
2017
Q1 | $687K | Buy |
26,068
+1,485
| +6% | +$39.1K | 0.03% | 305 |
|
|
2016
Q4 | $695K | Buy |
24,583
+7,391
| +43% | +$209K | 0.03% | 302 |
|
|
2016
Q3 | $509K | Buy |
+17,192
| New | +$509K | 0.02% | 336 |
|