WR Wealth Planners’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-203
| Closed | -$7.46K | – | 1136 |
|
|
2024
Q3 | $7.46K | Hold |
203
| – | – | ﹤0.01% | 676 |
|
|
2024
Q2 | $6.68K | Hold |
203
| – | – | ﹤0.01% | 667 |
|
|
2024
Q1 | $7.33K | Buy |
+203
| New | +$7.33K | ﹤0.01% | 651 |
|
|
2023
Q4 | – | Sell |
-203
| Closed | -$6.88K | – | 417 |
|
|
2023
Q3 | $6.88K | Hold |
203
| – | – | ﹤0.01% | 632 |
|
|
2023
Q2 | $7.28K | Hold |
203
| – | – | ﹤0.01% | 624 |
|
|
2023
Q1 | $8.15K | Hold |
203
| – | – | ﹤0.01% | 599 |
|
|
2022
Q4 | $7.37K | Hold |
203
| – | – | ﹤0.01% | 296 |
|
|
2022
Q3 | $6.72K | Hold |
203
| – | – | ﹤0.01% | 292 |
|
|
2022
Q2 | $6.45K | Hold |
203
| – | – | ﹤0.01% | 321 |
|
|
2022
Q1 | $6.91K | Buy |
+203
| New | +$6.91K | ﹤0.01% | 333 |
|