Brandywine Oak Private Wealth’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 |
-8,266
| Closed | -$465K | – | 255 |
|
|
2019
Q4 | $465K | Buy |
8,266
+3,255
| +65% | +$183K | 0.08% | 123 |
|
|
2019
Q3 | $267K | Buy |
5,011
+269
| +6% | +$14.3K | 0.05% | 184 |
|
|
2019
Q2 | $232K | Sell |
4,742
-3,691
| -44% | -$181K | 0.05% | 199 |
|
|
2019
Q1 | $392K | Buy |
8,433
+113
| +1% | +$5.25K | 0.08% | 121 |
|
|
2018
Q4 | $338K | Buy |
+8,320
| New | +$338K | 0.08% | 125 |
|