Wealthspire Advisors (Maryland)’s First Horizon FHN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-784
| Closed | -$11K | – | 1006 |
|
|
2019
Q1 | $11K | Sell |
784
-92
| -11% | -$1.29K | ﹤0.01% | 1484 |
|
|
2018
Q4 | $12K | Buy |
876
+372
| +74% | +$5.1K | ﹤0.01% | 1393 |
|
|
2018
Q3 | $9K | Sell |
504
-25
| -5% | -$446 | ﹤0.01% | 1554 |
|
|
2018
Q2 | $9K | Hold |
529
| – | – | ﹤0.01% | 1575 |
|
|
2018
Q1 | $10K | Sell |
529
-11
| -2% | -$208 | ﹤0.01% | 1567 |
|
|
2017
Q4 | $11K | Buy |
540
+19
| +4% | +$387 | ﹤0.01% | 1543 |
|
|
2017
Q3 | $10K | Hold |
521
| – | – | ﹤0.01% | 1571 |
|
|
2017
Q2 | $9K | Hold |
521
| – | – | ﹤0.01% | 1569 |
|
|
2017
Q1 | $10K | Hold |
521
| – | – | ﹤0.01% | 1337 |
|
|
2016
Q4 | $10K | Hold |
521
| – | – | ﹤0.01% | 1220 |
|
|
2016
Q3 | $8K | Hold |
521
| – | – | ﹤0.01% | 1291 |
|
|
2016
Q2 | $7K | Hold |
521
| – | – | ﹤0.01% | 1266 |
|
|
2016
Q1 | $7K | Sell |
521
-146
| -22% | -$1.96K | ﹤0.01% | 1251 |
|
|
2015
Q4 | $10K | Buy |
+667
| New | +$10K | ﹤0.01% | 1190 |
|