Wright Investors Service’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-28,820
| Closed | -$854K | – | 235 |
|
|
2016
Q3 | $854K | Sell |
28,820
-1,420
| -5% | -$42.1K | 0.36% | 93 |
|
|
2016
Q2 | $870K | Buy |
30,240
+6,325
| +26% | +$182K | 0.36% | 95 |
|
|
2016
Q1 | $690K | Buy |
+23,915
| New | +$690K | 0.27% | 123 |
|
|
2013
Q4 | – | Sell |
-11,123
| Closed | -$302K | – | 225 |
|
|
2013
Q3 | $302K | Sell |
11,123
-2,070
| -16% | -$56.2K | 0.14% | 186 |
|
|
2013
Q2 | $362K | Buy |
+13,193
| New | +$362K | 0.17% | 164 |
|