Accurate Wealth Management’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-10,167
| Closed | -$141K | – | 294 |
|
2023
Q4 | $141K | Sell |
10,167
-2,283
| -18% | -$31.8K | 0.04% | 267 |
|
2023
Q3 | $135K | Sell |
12,450
-473
| -4% | -$5.14K | 0.04% | 263 |
|
2023
Q2 | $162K | Buy |
12,923
+99
| +0.8% | +$1.24K | 0.05% | 264 |
|
2023
Q1 | $228K | Buy |
12,824
+3,940
| +44% | +$70.1K | 0.08% | 226 |
|
2022
Q4 | $218K | Buy |
+8,884
| New | +$218K | 0.08% | 207 |
|