Carolina Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6
| Closed | – | – | 261 |
|
|
2022
Q3 | $0 | Hold |
6
| – | – | ﹤0.01% | 306 |
|
|
2022
Q2 | $0 | Sell |
6
-453
| -99% | – | ﹤0.01% | 323 |
|
|
2022
Q1 | $26K | Buy |
+459
| New | +$26K | 0.02% | 145 |
|
|
2021
Q3 | – | Sell |
-518
| Closed | -$29K | – | 305 |
|
|
2021
Q2 | $29K | Buy |
+518
| New | +$29K | 0.02% | 151 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 338 |
|
|
2020
Q4 | – | Sell |
-54
| Closed | -$2K | – | 261 |
|
|
2020
Q3 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 200 |
|