TRUE Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-155
| Closed | -$3K | – | 706 |
|
|
2020
Q2 | $3K | Hold |
155
| – | – | ﹤0.01% | 596 |
|
|
2020
Q1 | $2K | Hold |
155
| – | – | ﹤0.01% | 602 |
|
|
2019
Q4 | $5K | Buy |
+155
| New | +$5K | ﹤0.01% | 673 |
|
|
2019
Q3 | – | Sell |
-155
| Closed | -$5K | – | 399 |
|
|
2019
Q2 | $5K | Buy |
+155
| New | +$5K | ﹤0.01% | 634 |
|
|
2018
Q4 | – | Sell |
-155
| Closed | -$3.74K | – | 484 |
|
|
2018
Q3 | $3.74K | Buy |
+155
| New | +$3.74K | ﹤0.01% | 936 |
|