BWA

Burt Wealth Advisors’s Truist Financial TFC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,871	Closed	-$219K	–	102
2022 Q1	$219K	Hold	3,871	–	–	0.07%	97
2021 Q4	$227K	Hold	3,871	–	–	0.07%	87
2021 Q3	$227K	Hold	3,871	–	–	0.07%	92
2021 Q2	$215K	Hold	3,871	–	–	0.08%	91
2021 Q1	$226K	Hold	3,871	–	–	0.08%	86
2020 Q4	$186K	Sell	3,871 -1,600	-29%	-$76.9K	0.06%	91
2020 Q3	$208K	Sell	5,471 -25	-0.5%	-$950	0.08%	82
2020 Q2	$206K	Sell	5,496 -875	-14%	-$32.8K	0.08%	76
2020 Q1	$196K	Hold	6,371	–	–	0.09%	78
2019 Q4	$359K	Buy	6,371 +887	+16%	+$50K	0.14%	54
2019 Q3	$293K	Hold	5,484	–	–	0.12%	62
2019 Q2	$269K	Hold	5,484	–	–	0.12%	65
2019 Q1	$255K	Buy	5,484 +900	+20%	+$41.8K	0.12%	68
2018 Q4	$199K	Hold	4,584	–	–	0.09%	79
2018 Q3	$222K	Buy	4,584 +394	+9%	+$19.1K	0.1%	75
2018 Q2	$211K	Hold	4,190	–	–	0.1%	71
2018 Q1	$218K	Hold	4,190	–	–	0.11%	67
2017 Q4	$208K	Sell	4,190 -3,754	-47%	-$186K	0.13%	69
2017 Q3	$373K	Buy	7,944 +4,757	+149%	+$223K	0.24%	44
2017 Q2	$144K	Hold	3,187	–	–	0.1%	94
2017 Q1	$142K	Sell	3,187 -4,756	-60%	-$212K	0.1%	85
2016 Q4	$374K	Hold	7,943	–	–	0.33%	43
2016 Q3	$299K	Sell	7,943 -1	-0%	-$38	0.32%	44
2016 Q2	$282K	Hold	7,944	–	–	0.31%	42
2016 Q1	$264K	Hold	7,944	–	–	0.24%	47
2015 Q4	$300K	Hold	7,944	–	–	0.24%	46
2015 Q3	$282K	Hold	7,944	–	–	0.35%	38
2015 Q2	$321K	Hold	7,944	–	–	0.35%	43
2015 Q1	$310K	Hold	7,944	–	–	0.32%	34
2014 Q4	$319K	Buy	+7,944	New	+$319K	0.34%	43