TFO Wealth Partners’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$217 | – | 300 |
|
|
2024
Q1 | $217 | Hold |
6
| – | – | ﹤0.01% | 469 |
|
|
2023
Q4 | $203 | Hold |
6
| – | – | ﹤0.01% | 637 |
|
|
2023
Q3 | $215 | Hold |
6
| – | – | ﹤0.01% | 774 |
|
|
2023
Q2 | $215 | Hold |
6
| – | – | ﹤0.01% | 485 |
|
|
2023
Q1 | $241 | Buy |
6
+3
| +100% | +$121 | ﹤0.01% | 428 |
|
|
2022
Q4 | $139 | Buy |
+3
| New | +$139 | ﹤0.01% | 703 |
|