United Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-8,003
| Closed | -$268K | – | 1268 |
|
|
2015
Q2 | $268K | Sell |
8,003
-3
| -0% | -$100 | ﹤0.01% | 1106 |
|
|
2015
Q1 | $275K | Hold |
8,006
| – | – | ﹤0.01% | 1094 |
|
|
2014
Q4 | $264K | Hold |
8,006
| – | – | ﹤0.01% | 1011 |
|
|
2014
Q3 | $235K | Buy |
+8,006
| New | +$235K | ﹤0.01% | 992 |
|
|
2013
Q3 | – | Sell |
-10,660
| Closed | -$292K | – | 696 |
|
|
2013
Q2 | $292K | Buy |
+10,660
| New | +$292K | 0.01% | 605 |
|