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Atwater Malick’s Truist Financial TFC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-4,274
| Closed | -$251K | – | 60 |
|
2021
Q3 | $251K | Hold |
4,274
| – | – | 0.13% | 43 |
|
2021
Q2 | $237K | Hold |
4,274
| – | – | 0.13% | 42 |
|
2021
Q1 | $249K | Hold |
4,274
| – | – | 0.15% | 39 |
|
2020
Q4 | $205K | Buy |
+4,274
| New | +$205K | 0.13% | 41 |
|
2020
Q1 | – | Sell |
-5,224
| Closed | -$294K | – | 43 |
|
2019
Q4 | $294K | Hold |
5,224
| – | – | 0.23% | 34 |
|
2019
Q3 | $279K | Sell |
5,224
-800
| -13% | -$42.7K | 0.23% | 33 |
|
2019
Q2 | $296K | Buy |
+6,024
| New | +$296K | 0.27% | 32 |
|