SWM
Selective Wealth Management’s First Horizon FHN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-25
| Closed | -$1K | – | 325 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 717 |
|
|
2022
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 712 |
|
|
2022
Q1 | $1K | Sell |
25
-156
| -86% | -$6.24K | ﹤0.01% | 678 |
|
|
2021
Q4 | $3K | Hold |
181
| – | – | ﹤0.01% | 579 |
|
|
2021
Q3 | $3K | Hold |
181
| – | – | ﹤0.01% | 519 |
|
|
2021
Q2 | $3K | Hold |
181
| – | – | ﹤0.01% | 436 |
|
|
2021
Q1 | $3K | Hold |
181
| – | – | ﹤0.01% | 342 |
|
|
2020
Q4 | $2K | Hold |
181
| – | – | ﹤0.01% | 334 |
|
|
2020
Q3 | $2K | Hold |
181
| – | – | ﹤0.01% | 282 |
|
|
2020
Q2 | $2K | Buy |
+181
| New | +$2K | ﹤0.01% | 374 |
|