Castle 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
Q4
Sell
-1,820
Closed -$79K 580
2022
Q3
$79K Buy
1,820
+5
+0.3% +$217 0.05% 167
2022
Q2
$86K Buy
+1,815
New +$86K 0.05% 164