AHS
Aspiriant Holdings S3’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-57,713
| Closed | -$2.24M | – | 116 |
|
|
2014
Q4 | $2.24M | Sell |
57,713
-25,685
| -31% | -$999K | 0.93% | 43 |
|
|
2014
Q3 | $3.1M | Sell |
83,398
-3,365
| -4% | -$125K | 1.25% | 32 |
|
|
2014
Q2 | $3.42M | Sell |
86,763
-1,790
| -2% | -$70.6K | 1.36% | 29 |
|
|
2014
Q1 | $3.56M | Sell |
88,553
-4,400
| -5% | -$177K | 1.5% | 29 |
|
|
2013
Q4 | $3.47M | Sell |
92,953
-1,369
| -1% | -$51.1K | 1.36% | 40 |
|
|
2013
Q3 | $3.18M | Buy |
94,322
+2,347
| +3% | +$79.2K | 1.34% | 42 |
|
|
2013
Q2 | $3.12M | Buy |
+91,975
| New | +$3.12M | 1.4% | 38 |
|