Braun-Bostich & Associates’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,760
| Closed | -$442K | – | 141 |
|
|
2021
Q4 | $442K | Buy |
+6,760
| New | +$442K | 0.11% | 63 |
|
|
2020
Q3 | – | Sell |
-208
| Closed | -$8K | – | 335 |
|
|
2020
Q2 | $8K | Hold |
208
| – | – | 0.01% | 239 |
|
|
2020
Q1 | $6K | Hold |
208
| – | – | 0.01% | 243 |
|
|
2019
Q4 | $12K | Buy |
+208
| New | +$12K | 0.01% | 223 |
|
|
2019
Q3 | – | Sell |
-370
| Closed | -$18K | – | 277 |
|
|
2019
Q2 | $18K | Sell |
370
-192
| -34% | -$9.34K | 0.02% | 239 |
|
|
2019
Q1 | $26K | Sell |
562
-581
| -51% | -$26.9K | 0.03% | 230 |
|
|
2018
Q4 | $50K | Hold |
1,143
| – | – | 0.05% | 173 |
|
|
2018
Q3 | $55K | Buy |
1,143
+400
| +54% | +$19.2K | 0.05% | 174 |
|
|
2018
Q2 | $37K | Buy |
743
+461
| +163% | +$23K | 0.04% | 184 |
|
|
2018
Q1 | $15K | Buy |
+282
| New | +$15K | 0.01% | 239 |
|