Braver Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $3.61M | Sell |
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|
2016
Q3 | $2.96M | Sell |
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|
2016
Q2 | $2.95M | Sell |
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|
2016
Q1 | $2.76M | Buy |
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|
2015
Q4 | $204K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $218K | Hold |
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|
2015
Q1 | $211K | Hold |
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|
2014
Q4 | $210K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $211K | Sell |
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|
2014
Q1 | $1.58M | Sell |
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|
2013
Q4 | $1.47M | Sell |
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|
2013
Q3 | $1.41M | Sell |
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|
2013
Q2 | $1.5M | Buy |
|