Novare Capital Management’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-8,834
| Closed | -$202K | – | 179 |
|
2022
Q3 | $202K | Buy |
+8,834
| New | +$202K | 0.03% | 159 |
|
2022
Q2 | – | Sell |
-8,834
| Closed | -$208K | – | 169 |
|
2022
Q1 | $208K | Buy |
+8,834
| New | +$208K | 0.02% | 172 |
|
2020
Q2 | – | Sell |
-19,546
| Closed | -$158K | – | 135 |
|
2020
Q1 | $158K | Buy |
19,546
+6
| +0% | +$49 | 0.03% | 126 |
|
2019
Q4 | $324K | Sell |
19,540
-2,000
| -9% | -$33.2K | 0.05% | 128 |
|
2019
Q3 | $349K | Sell |
21,540
-3,872
| -15% | -$62.7K | 0.05% | 122 |
|
2019
Q2 | $379K | Sell |
25,412
-5,000
| -16% | -$74.6K | 0.06% | 119 |
|
2019
Q1 | $425K | Sell |
30,412
-3,000
| -9% | -$41.9K | 0.07% | 118 |
|
2018
Q4 | $440K | Sell |
33,412
-5,700
| -15% | -$75.1K | 0.08% | 118 |
|
2018
Q3 | $675K | Sell |
39,112
-5,150
| -12% | -$88.9K | 0.11% | 108 |
|
2018
Q2 | $790K | Sell |
44,262
-3,266
| -7% | -$58.3K | 0.13% | 110 |
|
2018
Q1 | $895K | Sell |
47,528
-2,599
| -5% | -$48.9K | 0.16% | 112 |
|
2017
Q4 | $1M | Buy |
+50,127
| New | +$1M | 0.17% | 111 |
|