Boston Private Bank & Trust’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $98K | Buy |
2,510
+1,250
| +99% | +$48.8K | ﹤0.01% | 475 |
|
|
2014
Q4 | $49K | Sell |
1,260
-1,370
| -52% | -$53.3K | ﹤0.01% | 583 |
|
|
2014
Q3 | $98K | Hold |
2,630
| – | – | ﹤0.01% | 475 |
|
|
2014
Q2 | $104K | Buy |
2,630
+1,400
| +114% | +$55.4K | 0.01% | 468 |
|
|
2014
Q1 | $49K | Buy |
1,230
+170
| +16% | +$6.77K | ﹤0.01% | 600 |
|
|
2013
Q4 | $40K | Hold |
1,060
| – | – | ﹤0.01% | 629 |
|
|
2013
Q3 | $36K | Hold |
1,060
| – | – | ﹤0.01% | 610 |
|
|
2013
Q2 | $36K | Buy |
+1,060
| New | +$36K | ﹤0.01% | 589 |
|