Concord Wealth Partners’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Hold |
0
| – | -$4 | – | 887 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$6 | – | 1034 |
|
|
2023
Q2 | $6 | Hold |
1
| – | – | ﹤0.01% | 1039 |
|
|
2023
Q1 | $10 | Sell |
1
-1,632
| -100% | -$16.3K | ﹤0.01% | 986 |
|
|
2022
Q4 | $40K | Buy |
+1,633
| New | +$40K | 0.01% | 406 |
|
|
2022
Q3 | – | Sell |
-704
| Closed | -$15K | – | 491 |
|
|
2022
Q2 | $15K | Buy |
704
+295
| +72% | +$6.29K | ﹤0.01% | 605 |
|
|
2022
Q1 | $10K | Buy |
+409
| New | +$10K | ﹤0.01% | 777 |
|
|
2021
Q1 | – | Sell |
-443
| Closed | -$6K | – | 1017 |
|
|
2020
Q4 | $6K | Buy |
+443
| New | +$6K | ﹤0.01% | 399 |
|