WealthPLAN Partners’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$40.1K | ﹤0.01% | 599 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$2.6K | – | 262 |
|
|
2017
Q1 | $2.6K | Buy |
+100
| New | +$2.6K | 0.01% | 399 |
|
|
2016
Q3 | $208K | Sell |
7,200
-7,200
| -50% | -$208K | 0.07% | 141 |
|
|
2016
Q2 | $207K | Buy |
+14,400
| New | +$207K | 0.03% | 367 |
|
|
2015
Q4 | $217K | Buy |
+22,650
| New | +$217K | 0.04% | 258 |
|
|
2015
Q2 | $253K | Hold |
7,550
| – | – | 0.11% | 85 |
|
|
2015
Q1 | $256K | Buy |
+7,550
| New | +$256K | 0.12% | 98 |
|