Amplius Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-200,303
| Closed | -$204K | – | 171 |
|
|
2022
Q4 | $204K | Sell |
200,303
-292
| -0.1% | -$297 | 0.03% | 153 |
|
|
2022
Q3 | $217K | Sell |
200,595
-10,781
| -5% | -$11.7K | 0.04% | 140 |
|
|
2022
Q2 | $231K | Sell |
211,376
-15,668
| -7% | -$17.1K | 0.04% | 144 |
|
|
2022
Q1 | $256K | Buy |
227,044
+226,514
| +42,738% | +$255K | 0.04% | 150 |
|
|
2021
Q4 | $31K | Buy |
+530
| New | +$31K | ﹤0.01% | 400 |
|