Bernardo Wealth Planning’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,843
| Closed | -$272K | – | 161 |
|
|
2019
Q4 | $272K | Buy |
4,843
+75
| +2% | +$4.21K | 0.17% | 128 |
|
|
2019
Q3 | $254K | Hold |
4,768
| – | – | 0.18% | 126 |
|
|
2019
Q2 | $234K | Hold |
4,768
| – | – | 0.18% | 125 |
|
|
2019
Q1 | $222K | Hold |
4,768
| – | – | 0.18% | 126 |
|
|
2018
Q4 | $207K | Buy |
+4,768
| New | +$207K | 0.18% | 121 |
|