AWA
ARS Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $254K | Buy |
4,570
+26
| +0.6% | +$1.45K | 0.05% | 117 |
|
|
2021
Q1 | $265K | Buy |
4,544
+27
| +0.6% | +$1.58K | 0.06% | 104 |
|
|
2020
Q4 | $216K | Buy |
+4,517
| New | +$216K | 0.05% | 113 |
|
|
2020
Q1 | – | Sell |
-4,910
| Closed | -$277K | – | 107 |
|
|
2019
Q4 | $277K | Buy |
+4,910
| New | +$277K | 0.08% | 93 |
|