Bank Julius Baer & Co’s Truist Financial TFC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-4,736	Closed	-$204K	–	607
2022 Q4	$204K	Buy	4,736 +75	+2%	+$3.23K	﹤0.01%	423
2022 Q3	$203K	Buy	+4,661	New	+$203K	﹤0.01%	403