AIS
Accurate Investment Solutions’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,508
| Closed | -$170K | – | 354 |
|
|
2020
Q1 | $170K | Sell |
5,508
-71,590
| -93% | -$2.21M | 0.14% | 102 |
|
|
2019
Q4 | $4.34M | Buy |
77,098
+3,753
| +5% | +$211K | 2.83% | 15 |
|
|
2019
Q3 | $3.91M | Buy |
73,345
+1,144
| +2% | +$61K | 2.86% | 19 |
|
|
2019
Q2 | $3.55M | Buy |
72,201
+2,151
| +3% | +$106K | 2.7% | 22 |
|
|
2019
Q1 | $3.26M | Buy |
70,050
+15,989
| +30% | +$744K | 2.56% | 24 |
|
|
2018
Q4 | $2.34M | Sell |
54,061
-15,858
| -23% | -$687K | 2.12% | 25 |
|
|
2018
Q3 | $3.39M | Buy |
+69,919
| New | +$3.39M | 2.35% | 25 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$24K | – | 330 |
|
|
2016
Q4 | $24K | Buy |
+500
| New | +$24K | 0.02% | 161 |
|