WBI Investments’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-8,765
| Closed | -$284K | – | 210 |
|
|
2019
Q3 | $284K | Buy |
+8,765
| New | +$284K | 0.03% | 191 |
|
|
2019
Q2 | – | Sell |
-46,081
| Closed | -$1.35M | – | 238 |
|
|
2019
Q1 | $1.35M | Buy |
46,081
+14,286
| +45% | +$419K | 0.1% | 148 |
|
|
2018
Q4 | $844K | Sell |
31,795
-36,285
| -53% | -$963K | 0.1% | 62 |
|
|
2018
Q3 | $1.64M | Buy |
+68,080
| New | +$1.64M | 0.09% | 166 |
|