American Asset Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-5,102
| Closed | -$272K | – | 116 |
|
|
2019
Q3 | $272K | Sell |
5,102
-400
| -7% | -$21.3K | 0.19% | 85 |
|
|
2019
Q2 | $270K | Hold |
5,502
| – | – | 0.19% | 86 |
|
|
2019
Q1 | $256K | Sell |
5,502
-500
| -8% | -$23.3K | 0.19% | 80 |
|
|
2018
Q4 | $260K | Buy |
6,002
+1,400
| +30% | +$60.6K | 0.19% | 73 |
|
|
2018
Q3 | $223K | Buy |
4,602
+500
| +12% | +$24.2K | 0.2% | 97 |
|
|
2018
Q2 | $207K | Hold |
4,102
| – | – | 0.14% | 97 |
|
|
2018
Q1 | $213K | Hold |
4,102
| – | – | 0.18% | 92 |
|
|
2017
Q4 | $204K | Buy |
+4,102
| New | +$204K | 0.12% | 87 |
|