AAMA
Advanced Asset Management Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-54,850
| Closed | -$1.69M | – | 125 |
|
|
2020
Q1 | $1.69M | Buy |
54,850
+2
| +0% | +$62 | 0.59% | 50 |
|
|
2019
Q4 | $3.09M | Buy |
54,848
+14,097
| +35% | +$794K | 0.93% | 33 |
|
|
2019
Q3 | $2.18M | Buy |
40,751
+232
| +0.6% | +$12.4K | 0.7% | 46 |
|
|
2019
Q2 | $1.99M | Sell |
40,519
-268
| -0.7% | -$13.2K | 0.69% | 41 |
|
|
2019
Q1 | $1.9M | Sell |
40,787
-1,101
| -3% | -$51.2K | 0.68% | 36 |
|
|
2018
Q4 | $1.82M | Buy |
41,888
+5,088
| +14% | +$220K | 0.58% | 44 |
|
|
2018
Q3 | $1.79M | Sell |
36,800
-5,084
| -12% | -$247K | 0.65% | 28 |
|
|
2018
Q2 | $2.11M | Buy |
41,884
+1
| +0% | +$50 | 0.68% | 30 |
|
|
2018
Q1 | $2.18M | Buy |
41,883
+1
| +0% | +$52 | 0.72% | 28 |
|
|
2017
Q4 | $2.08M | Buy |
+41,882
| New | +$2.08M | 0.68% | 29 |
|