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WealthPLAN Partners’s Federated Hermes FHI Stock Holding History

WealthPLAN Partners’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,000
Closed -$35.9K – 573
2023
Q2 		$35.9K Hold
1,000
– – 0.01% 571
2023
Q1 		$40.1K Buy
+1,000
New +$39.2K ﹤0.01% 599
2017
Q2 		– Sell
-100
Closed -$2.6K – 263
2017
Q1 		$2.6K Buy
+100
New +$2.68K 0.01% 399
2016
Q3 		$208K Sell
7,200
-7,200
-50% -$225K 0.07% 141
2016
Q2 		$207K Buy
+14,400
New +$440K 0.03% 367
2015
Q4 		$217K Buy
+22,650
New +$684K 0.04% 258
2015
Q2 		$253K Hold
7,550
– – 0.11% 85
2015
Q1 		$256K Buy
+7,550
New +$251K 0.12% 98

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