Wealthspire Advisors (Maryland)’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-151
| Closed | -$4K | – | 1005 |
|
|
2019
Q1 | $4K | Buy |
151
+15
| +11% | +$397 | ﹤0.01% | 1897 |
|
|
2018
Q4 | $4K | Buy |
136
+111
| +444% | +$3.27K | ﹤0.01% | 1815 |
|
|
2018
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2275 |
|
|
2018
Q2 | $1K | Sell |
25
-1,759
| -99% | -$70.4K | ﹤0.01% | 2301 |
|
|
2018
Q1 | $60K | Sell |
1,784
-440
| -20% | -$14.8K | 0.01% | 906 |
|
|
2017
Q4 | $80K | Sell |
2,224
-876
| -28% | -$31.5K | 0.01% | 803 |
|
|
2017
Q3 | $92K | Sell |
3,100
-133
| -4% | -$3.95K | 0.01% | 746 |
|
|
2017
Q2 | $91K | Buy |
3,233
+3,201
| +10,003% | +$90.1K | 0.01% | 724 |
|
|
2017
Q1 | $1K | Sell |
32
-14
| -30% | -$438 | ﹤0.01% | 1792 |
|
|
2016
Q4 | $1K | Sell |
46
-2
| -4% | -$43 | ﹤0.01% | 1640 |
|
|
2016
Q3 | $1K | Hold |
48
| – | – | ﹤0.01% | 1637 |
|
|
2016
Q2 | $1K | Sell |
48
-1,000
| -95% | -$20.8K | ﹤0.01% | 1603 |
|
|
2016
Q1 | $30K | Sell |
1,048
-24
| -2% | -$687 | 0.01% | 833 |
|
|
2015
Q4 | $31K | Buy |
+1,072
| New | +$31K | 0.01% | 831 |
|