Transamerica Financial Advisors’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,464
| Closed | -$43K | – | 500 |
|
|
2016
Q1 | $43K | Hold |
1,464
| – | – | ﹤0.01% | 384 |
|
|
2015
Q4 | $42K | Hold |
1,464
| – | – | ﹤0.01% | 429 |
|
|
2015
Q3 | $43K | Hold |
1,464
| – | – | ﹤0.01% | 403 |
|
|
2015
Q2 | $50K | Hold |
1,464
| – | – | ﹤0.01% | 455 |
|
|
2015
Q1 | $50K | Hold |
1,464
| – | – | ﹤0.01% | 439 |
|
|
2014
Q4 | $49K | Hold |
1,464
| – | – | ﹤0.01% | 362 |
|
|
2014
Q3 | $43K | Hold |
1,464
| – | – | ﹤0.01% | 354 |
|
|
2014
Q2 | $46K | Buy |
+1,464
| New | +$46K | ﹤0.01% | 375 |
|