WR Wealth Planners’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $7.46K | Hold |
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|
2024
Q2 | $6.67K | Hold |
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|
2024
Q1 | $7.33K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $6.88K | Hold |
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|
2023
Q2 | $7.28K | Hold |
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|
2023
Q1 | $8.15K | Hold |
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|
2022
Q4 | $7.37K | Hold |
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|
2022
Q3 | $6.72K | Hold |
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|
2022
Q2 | $6.45K | Hold |
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|
2022
Q1 | $6.91K | Buy |
|