CSWM
Cassady Schiller Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $270K | Buy |
6,222
+50
| +0.8% | +$2.17K | 0.1% | 100 |
|
|
2024
Q3 | $264K | Hold |
6,172
| – | – | 0.1% | 102 |
|
|
2024
Q2 | $240K | Hold |
6,172
| – | – | 0.1% | 105 |
|
|
2024
Q1 | $241K | Hold |
6,172
| – | – | 0.11% | 106 |
|
|
2023
Q4 | $228K | Hold |
6,172
| – | – | 0.11% | 98 |
|
|
2023
Q3 | $177K | Hold |
6,172
| – | – | 0.1% | 110 |
|
|
2023
Q2 | $187K | Hold |
6,172
| – | – | 0.1% | 108 |
|
|
2023
Q1 | $210K | Hold |
6,172
| – | – | 0.1% | 100 |
|
|
2022
Q4 | $266K | Sell |
6,172
-429
| -6% | -$18.5K | 0.16% | 86 |
|
|
2022
Q3 | $287K | Buy |
6,601
+429
| +7% | +$18.7K | 0.17% | 84 |
|
|
2022
Q2 | $293K | Sell |
6,172
-17
| -0.3% | -$807 | 0.15% | 76 |
|
|
2022
Q1 | $351K | Sell |
6,189
-7
| -0.1% | -$397 | 0.17% | 79 |
|
|
2021
Q4 | $363K | Buy |
+6,196
| New | +$363K | 0.22% | 67 |
|