Braver Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $3.61M | Sell |
76,752
-1,711
| -2% | -$80.5K | 0.59% | 50 |
|
|
2016
Q3 | $2.96M | Sell |
78,463
-4,402
| -5% | -$166K | 0.5% | 58 |
|
|
2016
Q2 | $2.95M | Sell |
82,865
-165
| -0.2% | -$5.88K | 0.5% | 54 |
|
|
2016
Q1 | $2.76M | Buy |
83,030
+77,623
| +1,436% | +$2.58M | 0.45% | 60 |
|
|
2015
Q4 | $204K | Buy |
+5,407
| New | +$204K | 0.04% | 77 |
|
|
2015
Q3 | – | Sell |
-5,407
| Closed | -$218K | – | 95 |
|
|
2015
Q2 | $218K | Hold |
5,407
| – | – | 0.05% | 81 |
|
|
2015
Q1 | $211K | Hold |
5,407
| – | – | 0.04% | 86 |
|
|
2014
Q4 | $210K | Buy |
+5,407
| New | +$210K | 0.04% | 83 |
|
|
2014
Q3 | – | Sell |
-5,340
| Closed | -$211K | – | 88 |
|
|
2014
Q2 | $211K | Sell |
5,340
-33,894
| -86% | -$1.34M | 0.05% | 87 |
|
|
2014
Q1 | $1.58M | Sell |
39,234
-112
| -0.3% | -$4.5K | 0.45% | 34 |
|
|
2013
Q4 | $1.47M | Sell |
39,346
-2,609
| -6% | -$97.3K | 0.51% | 39 |
|
|
2013
Q3 | $1.41M | Sell |
41,955
-2,289
| -5% | -$77K | 0.49% | 40 |
|
|
2013
Q2 | $1.5M | Buy |
+44,244
| New | +$1.5M | 0.69% | 27 |
|