Birch Hill Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-4,006
| Closed | -$214K | – | 152 |
|
|
2019
Q3 | $214K | Buy |
+4,006
| New | +$214K | 0.02% | 138 |
|
|
2018
Q3 | – | Sell |
-4,006
| Closed | -$202K | – | 153 |
|
|
2018
Q2 | $202K | Hold |
4,006
| – | – | 0.02% | 140 |
|
|
2018
Q1 | $208K | Buy |
+4,006
| New | +$208K | 0.02% | 137 |
|
|
2016
Q1 | – | Sell |
-7,606
| Closed | -$288K | – | 130 |
|
|
2015
Q4 | $288K | Sell |
7,606
-150
| -2% | -$5.68K | 0.03% | 114 |
|
|
2015
Q3 | $276K | Hold |
7,756
| – | – | 0.03% | 117 |
|
|
2015
Q2 | $313K | Sell |
7,756
-250
| -3% | -$10.1K | 0.03% | 119 |
|
|
2015
Q1 | $312K | Hold |
8,006
| – | – | 0.03% | 119 |
|
|
2014
Q4 | $311K | Sell |
8,006
-600
| -7% | -$23.3K | 0.03% | 121 |
|
|
2014
Q3 | $320K | Hold |
8,606
| – | – | 0.03% | 116 |
|
|
2014
Q2 | $339K | Hold |
8,606
| – | – | 0.04% | 113 |
|
|
2014
Q1 | $346K | Hold |
8,606
| – | – | 0.04% | 110 |
|
|
2013
Q4 | $321K | Hold |
8,606
| – | – | 0.03% | 119 |
|
|
2013
Q3 | $290K | Hold |
8,606
| – | – | 0.03% | 118 |
|
|
2013
Q2 | $292K | Buy |
+8,606
| New | +$292K | 0.04% | 117 |
|