TCI 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
Q2 | – | Sell |
-370
| Closed | -$14.9K | – | 918 |
|
|
2023
Q1 | $14.9K | Hold |
370
| – | – | ﹤0.01% | 855 |
|
|
2022
Q4 | $13.4K | Buy |
370
+257
| +227% | +$9.33K | ﹤0.01% | 884 |
|
|
2022
Q3 | $4K | Buy |
113
+8
| +8% | +$283 | ﹤0.01% | 1600 |
|
|
2022
Q2 | $3K | Sell |
105
-136
| -56% | -$3.89K | ﹤0.01% | 1794 |
|
|
2022
Q1 | $8K | Sell |
241
-61
| -20% | -$2.03K | ﹤0.01% | 1245 |
|
|
2021
Q4 | $11K | Buy |
302
+61
| +25% | +$2.22K | ﹤0.01% | 1082 |
|
|
2021
Q3 | $8K | Buy |
241
+139
| +136% | +$4.61K | ﹤0.01% | 1232 |
|
|
2021
Q2 | $3K | Buy |
102
+24
| +31% | +$706 | ﹤0.01% | 1724 |
|
|
2021
Q1 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 1722 |
|
|
2016
Q1 | – | Sell |
-660
| Closed | -$19K | – | 1346 |
|
|
2015
Q4 | $19K | Hold |
660
| – | – | 0.01% | 449 |
|
|
2015
Q3 | $19K | Hold |
660
| – | – | 0.01% | 405 |
|
|
2015
Q2 | $22K | Buy |
+660
| New | +$22K | 0.01% | 383 |
|