Advocacy Wealth Management Services’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 | – | Sell |
-177
| Closed | -$10K | – | 224 |
|
|
2021
Q4 | $10K | Hold |
177
| – | – | ﹤0.01% | 122 |
|
|
2021
Q3 | $10K | Buy |
+177
| New | +$10K | ﹤0.01% | 120 |
|
|
2020
Q1 | – | Sell |
-384
| Closed | -$22K | – | 137 |
|
|
2019
Q4 | $22K | Buy |
+384
| New | +$22K | 0.01% | 94 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$8K | – | 556 |
|
|
2015
Q4 | $8K | Buy |
+200
| New | +$8K | 0.01% | 382 |
|