BAM
Baldrige Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $11K | Hold |
320
| – | – | ﹤0.01% | 256 |
|
|
2022
Q4 | $14K | Hold |
320
| – | – | 0.01% | 236 |
|
|
2022
Q3 | $14K | Hold |
320
| – | – | 0.01% | 230 |
|
|
2022
Q2 | $15K | Hold |
320
| – | – | 0.01% | 236 |
|
|
2022
Q1 | $18K | Hold |
320
| – | – | 0.01% | 234 |
|
|
2021
Q4 | $19K | Hold |
320
| – | – | 0.01% | 241 |
|
|
2021
Q3 | $19K | Hold |
320
| – | – | 0.01% | 241 |
|
|
2021
Q2 | $18K | Buy |
+320
| New | +$18K | 0.01% | 249 |
|