AWM
Aevitas Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.34M | Sell |
31,026
-896
| -3% | -$38.6K | 0.79% | 33 |
|
|
2022
Q3 | $1.39M | Buy |
31,922
+308
| +1% | +$13.4K | 1.04% | 26 |
|
|
2022
Q2 | $1.5M | Buy |
31,614
+1,167
| +4% | +$55.3K | 1.02% | 31 |
|
|
2022
Q1 | $1.73M | Buy |
30,447
+423
| +1% | +$24K | 1.06% | 25 |
|
|
2021
Q4 | $1.76M | Buy |
30,024
+10,416
| +53% | +$610K | 1.05% | 26 |
|
|
2021
Q3 | $1.15M | Buy |
19,608
+15,022
| +328% | +$881K | 0.73% | 37 |
|
|
2021
Q2 | $255K | Buy |
4,586
+14
| +0.3% | +$778 | 0.16% | 109 |
|
|
2021
Q1 | $267K | Buy |
4,572
+13
| +0.3% | +$759 | 0.19% | 102 |
|
|
2020
Q4 | $219K | Buy |
+4,559
| New | +$219K | 0.16% | 110 |
|
|
2020
Q2 | – | Sell |
-7,425
| Closed | -$229K | – | 100 |
|
|
2020
Q1 | $229K | Sell |
7,425
-525
| -7% | -$16.2K | 0.26% | 89 |
|
|
2019
Q4 | $448K | Sell |
7,950
-8,503
| -52% | -$479K | 0.42% | 64 |
|
|
2019
Q3 | $878K | Buy |
16,453
+51
| +0.3% | +$2.72K | 0.88% | 36 |
|
|
2019
Q2 | $806K | Sell |
16,402
-2,554
| -13% | -$126K | 0.81% | 36 |
|
|
2019
Q1 | $882K | Buy |
18,956
+47
| +0.2% | +$2.19K | 0.79% | 38 |
|
|
2018
Q4 | $819K | Buy |
18,909
+582
| +3% | +$25.2K | 0.84% | 33 |
|
|
2018
Q3 | $890K | Buy |
18,327
+44
| +0.2% | +$2.14K | 0.81% | 36 |
|
|
2018
Q2 | $922K | Sell |
18,283
-1,483
| -8% | -$74.8K | 0.9% | 36 |
|
|
2018
Q1 | $1.03M | Sell |
19,766
-1,303
| -6% | -$67.8K | 1.03% | 30 |
|
|
2017
Q4 | $1.05M | Buy |
+21,069
| New | +$1.05M | 0.99% | 34 |
|