Bartlett & Co 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-235
| Closed | -$5.42K | – | 1136 |
|
|
2022
Q3 | $5.42K | Hold |
235
| – | – | ﹤0.01% | 910 |
|
|
2022
Q2 | $5.17K | Hold |
235
| – | – | ﹤0.01% | 1006 |
|
|
2022
Q1 | $5.56K | Buy |
+235
| New | +$5.56K | ﹤0.01% | 901 |
|
|
2020
Q1 | – | Sell |
-4,442
| Closed | -$74.2K | – | 858 |
|
|
2019
Q4 | $74.2K | Hold |
4,442
| – | – | ﹤0.01% | 457 |
|
|
2019
Q3 | $72.6K | Hold |
4,442
| – | – | ﹤0.01% | 444 |
|
|
2019
Q2 | $66.9K | Hold |
4,442
| – | – | ﹤0.01% | 385 |
|
|
2019
Q1 | $62.7K | Hold |
4,442
| – | – | ﹤0.01% | 388 |
|
|
2018
Q4 | $58.5K | Sell |
4,442
-71
| -2% | -$934 | ﹤0.01% | 388 |
|
|
2018
Q3 | $78.4K | Hold |
4,513
| – | – | ﹤0.01% | 359 |
|
|
2018
Q2 | $81.1K | Sell |
4,513
-2,221
| -33% | -$39.9K | ﹤0.01% | 354 |
|
|
2018
Q1 | $128K | Buy |
+6,734
| New | +$128K | 0.01% | 297 |
|