West Oak Capital’s Federated Hermes FHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-896
Closed -$25.3K 378
2016
Q4
$25.3K Sell
896
-156
-15% -$4.41K 0.02% 228
2016
Q3
$31.2K Buy
1,052
+156
+17% +$4.62K 0.02% 215
2016
Q2
$25.8K Buy
+896
New +$25.8K 0.02% 212