TWA
TCI Wealth Advisors’s First Horizon FHN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-592
| Closed | -$10.5K | – | 919 |
|
2023
Q1 | $10.5K | Buy |
592
+41
| +7% | +$729 | ﹤0.01% | 1059 |
|
2022
Q4 | $13.5K | Sell |
551
-42
| -7% | -$1.03K | ﹤0.01% | 880 |
|
2022
Q3 | $14K | Hold |
593
| – | – | ﹤0.01% | 826 |
|
2022
Q2 | $13K | Hold |
593
| – | – | ﹤0.01% | 848 |
|
2022
Q1 | $14K | Hold |
593
| – | – | ﹤0.01% | 877 |
|
2021
Q4 | $10K | Sell |
593
-44
| -7% | -$742 | ﹤0.01% | 1157 |
|
2021
Q3 | $10K | Sell |
637
-574
| -47% | -$9.01K | ﹤0.01% | 1085 |
|
2021
Q2 | $21K | Hold |
1,211
| – | – | ﹤0.01% | 582 |
|
2021
Q1 | $20K | Buy |
1,211
+436
| +56% | +$7.2K | 0.01% | 552 |
|
2020
Q4 | $10K | Sell |
775
-41
| -5% | -$529 | ﹤0.01% | 624 |
|
2020
Q3 | $8K | Buy |
816
+606
| +289% | +$5.94K | ﹤0.01% | 612 |
|
2020
Q2 | $2K | Sell |
210
-217
| -51% | -$2.07K | ﹤0.01% | 1040 |
|
2020
Q1 | $3K | Buy |
427
+371
| +663% | +$2.61K | ﹤0.01% | 852 |
|
2019
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 1328 |
|
2019
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 1270 |
|
2019
Q2 | $1K | Buy |
56
+1
| +2% | +$18 | ﹤0.01% | 1185 |
|
2019
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 1203 |
|
2018
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 1191 |
|
2018
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 1200 |
|
2018
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 1284 |
|
2018
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 1130 |
|
2017
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 1182 |
|
2017
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 1103 |
|
2017
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 1127 |
|
2017
Q1 | $1K | Hold |
55
| – | – | ﹤0.01% | 1083 |
|
2016
Q4 | $1K | Hold |
55
| – | – | ﹤0.01% | 1158 |
|
2016
Q3 | $1K | Sell |
55
-25
| -31% | -$455 | ﹤0.01% | 1117 |
|
2016
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 1059 |
|
2016
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 1077 |
|
2015
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 934 |
|
2015
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 879 |
|
2015
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 879 |
|
2015
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 799 |
|
2014
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 799 |
|
2014
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 799 |
|
2014
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 819 |
|
2014
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 789 |
|
2013
Q4 | $1K | Hold |
80
| – | – | ﹤0.01% | 771 |
|
2013
Q3 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 690 |
|