Buckley 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
2022
Q3
Sell
-5,105
Closed -$242K 136
2022
Q2
$242K Sell
5,105
-18
-0.4% -$853 0.08% 127
2022
Q1
$290K Buy
+5,123
New +$290K 0.08% 124