HCR Wealth Advisors’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 |
-41,720
| Closed | -$681K | – | 194 |
|
|
2021
Q4 | $681K | Buy |
41,720
+115
| +0.3% | +$1.88K | 0.11% | 118 |
|
|
2021
Q3 | $678K | Buy |
41,605
+3,720
| +10% | +$60.6K | 0.11% | 119 |
|
|
2021
Q2 | $655K | Buy |
37,885
+2,170
| +6% | +$37.5K | 0.11% | 114 |
|
|
2021
Q1 | $604K | Buy |
+35,715
| New | +$604K | 0.12% | 118 |
|