Valley Wealth Managers’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-202,275
| Closed | -$1.91M | – | 163 |
|
|
2020
Q3 | $1.91M | Sell |
202,275
-11,085
| -5% | -$105K | 0.21% | 89 |
|
|
2020
Q2 | $2.13M | Buy |
213,360
+6,415
| +3% | +$63.9K | 0.24% | 85 |
|
|
2020
Q1 | $1.67M | Buy |
206,945
+39,220
| +23% | +$316K | 0.22% | 83 |
|
|
2019
Q4 | $2.78M | Buy |
167,725
+15,545
| +10% | +$257K | 0.28% | 66 |
|
|
2019
Q3 | $2.47M | Buy |
152,180
+1,495
| +1% | +$24.2K | 0.26% | 66 |
|
|
2019
Q2 | $2.25M | Buy |
150,685
+21,720
| +17% | +$324K | 0.24% | 73 |
|
|
2019
Q1 | $1.8M | Buy |
+128,965
| New | +$1.8M | 0.2% | 84 |
|