BA
Bellwether Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8
| Closed | -$344 | – | 568 |
|
|
2022
Q4 | $344 | Buy |
+8
| New | +$344 | ﹤0.01% | 408 |
|
|
2022
Q3 | – | Sell |
-110
| Closed | -$5K | – | 539 |
|
|
2022
Q2 | $5K | Sell |
110
-189
| -63% | -$8.59K | ﹤0.01% | 286 |
|
|
2022
Q1 | $16K | Hold |
299
| – | – | ﹤0.01% | 277 |
|
|
2021
Q4 | $17K | Hold |
299
| – | – | 0.01% | 285 |
|
|
2021
Q3 | $17K | Buy |
299
+189
| +172% | +$10.7K | 0.01% | 263 |
|
|
2021
Q2 | $6K | Hold |
110
| – | – | ﹤0.01% | 305 |
|
|
2021
Q1 | $6K | Buy |
+110
| New | +$6K | ﹤0.01% | 292 |
|