MCIA
Mountain Capital Investment Advisors’s First Horizon FHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-100,349
| Closed | -$2.46M | – | 74 |
|
|
2022
Q4 | $2.46M | Buy |
100,349
+12,203
| +14% | +$300K | 1.12% | 20 |
|
|
2022
Q3 | $2.12M | Buy |
88,146
+6,534
| +8% | +$157K | 1.11% | 18 |
|
|
2022
Q2 | $1.8M | Buy |
81,612
+13,014
| +19% | +$288K | 0.9% | 29 |
|
|
2022
Q1 | $1.61M | Buy |
68,598
+6,709
| +11% | +$157K | 0.76% | 45 |
|
|
2021
Q4 | $1.13M | Buy |
61,889
+32,776
| +113% | +$599K | 0.51% | 71 |
|
|
2021
Q3 | $486K | Buy |
29,113
+1,153
| +4% | +$19.2K | 0.26% | 106 |
|
|
2021
Q2 | $451K | Buy |
+27,960
| New | +$451K | 0.21% | 108 |
|