Berman Capital Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $306K | Buy |
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|
2021
Q2 | $178K | Buy |
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|
2021
Q1 | $149K | Buy |
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|
2020
Q4 | $89K | Buy |
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|
2020
Q3 | $67K | Sell |
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|
2020
Q2 | $85K | Sell |
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|
2020
Q1 | $116K | Buy |
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|
2019
Q4 | $158K | Buy |
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|
2019
Q3 | $17K | Sell |
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|
2019
Q2 | $23K | Buy |
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|
2019
Q1 | $14K | Buy |
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|
2018
Q4 | $6K | Buy |
|