BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-120
| Closed | -$2.13K | – | 951 |
|
|
2023
Q1 | $2.13K | Buy |
120
+35
| +41% | +$620 | ﹤0.01% | 821 |
|
|
2022
Q4 | $2.09K | Hold |
85
| – | – | ﹤0.01% | 790 |
|
|
2022
Q3 | $2K | Sell |
85
-45
| -35% | -$1.06K | ﹤0.01% | 804 |
|
|
2022
Q2 | $3K | Hold |
130
| – | – | ﹤0.01% | 767 |
|
|
2022
Q1 | $3K | Hold |
130
| – | – | ﹤0.01% | 799 |
|
|
2021
Q4 | $2K | Buy |
130
+1
| +0.8% | +$15 | ﹤0.01% | 910 |
|
|
2021
Q3 | $2K | Hold |
129
| – | – | ﹤0.01% | 879 |
|
|
2021
Q2 | $2K | Buy |
129
+1
| +0.8% | +$16 | ﹤0.01% | 813 |
|
|
2021
Q1 | $2K | Hold |
128
| – | – | ﹤0.01% | 778 |
|
|
2020
Q4 | $2K | Buy |
128
+46
| +56% | +$719 | ﹤0.01% | 776 |
|
|
2020
Q3 | $1K | Hold |
82
| – | – | ﹤0.01% | 794 |
|
|
2020
Q2 | $1K | Sell |
82
-131
| -62% | -$1.6K | ﹤0.01% | 850 |
|
|
2020
Q1 | $2K | Hold |
213
| – | – | ﹤0.01% | 732 |
|
|
2019
Q4 | $4K | Buy |
+213
| New | +$4K | ﹤0.01% | 660 |
|