Adams Chetwood Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.05M | Hold |
18,492
| – | – | 0.59% | 33 |
|
|
2021
Q4 | $1.08M | Sell |
18,492
-532
| -3% | -$31.2K | 0.74% | 32 |
|
|
2021
Q3 | $1.12M | Buy |
19,024
+3,305
| +21% | +$194K | 0.81% | 28 |
|
|
2021
Q2 | $872K | Sell |
15,719
-2,207
| -12% | -$122K | 0.62% | 37 |
|
|
2021
Q1 | $1.05M | Buy |
17,926
+349
| +2% | +$20.3K | 0.8% | 28 |
|
|
2020
Q4 | $842K | Sell |
17,577
-444
| -2% | -$21.3K | 0.7% | 30 |
|
|
2020
Q3 | $686K | Buy |
18,021
+3,782
| +27% | +$144K | 0.66% | 34 |
|
|
2020
Q2 | $535K | Hold |
14,239
| – | – | 0.54% | 38 |
|
|
2020
Q1 | $516K | Buy |
+14,239
| New | +$516K | 0.6% | 39 |
|