BCS 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
Q1 | – | Sell |
-10,485
| Closed | -$171K | – | 198 |
|
2021
Q4 | $171K | Hold |
10,485
| – | – | 0.06% | 194 |
|
2021
Q3 | $171K | Buy |
+10,485
| New | +$171K | 0.07% | 169 |
|
2021
Q1 | – | Sell |
-11,093
| Closed | -$142K | – | 160 |
|
2020
Q4 | $142K | Sell |
11,093
-323
| -3% | -$4.14K | 0.07% | 143 |
|
2020
Q3 | $108K | Buy |
11,416
+323
| +3% | +$3.06K | 0.06% | 126 |
|
2020
Q2 | $110K | Hold |
11,093
| – | – | 0.07% | 120 |
|
2020
Q1 | $89K | Buy |
+11,093
| New | +$89K | 0.06% | 104 |
|