BWM
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BKM Wealth Management’s Truist Financial TFC Stock Holding History

BKM Wealth Management’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,121
Closed -$78.3K – 514
2023
Q4 		$78.3K Buy
+2,121
New +$78.3K 0.03% 221