Alera Investment Advisors’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-119
Closed -$6K 904
2019
Q1
$6K Sell
119
-73
-38% -$3.68K ﹤0.01% 608
2018
Q4
$8K Buy
+192
New +$8K ﹤0.01% 503