WESCAP Management Group’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,545
| Closed | -$252K | – | 74 |
|
|
2018
Q1 | $252K | Sell |
7,545
-35,729
| -83% | -$1.19M | 0.1% | 76 |
|
|
2017
Q4 | $1.56M | Sell |
43,274
-4,113
| -9% | -$148K | 0.62% | 41 |
|
|
2017
Q3 | $1.41M | Buy |
47,387
+126
| +0.3% | +$3.74K | 0.63% | 38 |
|
|
2017
Q2 | $1.34M | Sell |
47,261
-2,956
| -6% | -$83.5K | 0.63% | 37 |
|
|
2017
Q1 | $1.32M | Buy |
50,217
+6,658
| +15% | +$175K | 0.65% | 38 |
|
|
2016
Q4 | $1.23M | Sell |
43,559
-1,214
| -3% | -$34.3K | 0.63% | 35 |
|
|
2016
Q3 | $1.33M | Sell |
44,773
-920
| -2% | -$27.3K | 0.69% | 33 |
|
|
2016
Q2 | $1.32M | Buy |
+45,693
| New | +$1.32M | 0.65% | 34 |
|