MLA
My Legacy Advisors’s First Horizon FHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-39,093
| Closed | -$497K | – | 214 |
|
|
2023
Q2 | $497K | Sell |
39,093
-1,161
| -3% | -$14.8K | 0.2% | 147 |
|
|
2023
Q1 | $717K | Buy |
40,254
+496
| +1% | +$8.83K | 0.31% | 118 |
|
|
2022
Q4 | $982K | Buy |
39,758
+10,143
| +34% | +$250K | 0.42% | 82 |
|
|
2022
Q3 | $704K | Buy |
29,615
+5,250
| +22% | +$125K | 0.36% | 100 |
|
|
2022
Q2 | $532K | Hold |
24,365
| – | – | 0.27% | 136 |
|
|
2022
Q1 | $572K | Buy |
+24,365
| New | +$572K | 0.27% | 123 |
|