BlueSky Wealth 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
Q3
Sell
-9,117
Closed -$448K 64
2019
Q2
$448K Buy
9,117
+117
+1% +$5.75K 0.16% 48
2019
Q1
$431K Hold
9,000
0.16% 46
2018
Q4
$445K Buy
+9,000
New +$445K 0.17% 44