CWM
Cedar Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,000
| Closed | -$42.8K | – | 248 |
|
|
2024
Q3 | $42.8K | Hold |
1,000
| – | – | 0.01% | 159 |
|
|
2024
Q2 | $38.9K | Sell |
1,000
-500
| -33% | -$19.4K | 0.01% | 170 |
|
|
2024
Q1 | $58.5K | Sell |
1,500
-100
| -6% | -$3.9K | 0.02% | 158 |
|
|
2023
Q4 | $59.1K | Hold |
1,600
| – | – | 0.02% | 148 |
|
|
2023
Q3 | $45.8K | Buy |
+1,600
| New | +$45.8K | 0.02% | 158 |
|
|
2022
Q4 | – | Sell |
-17
| Closed | -$1K | – | 337 |
|
|
2022
Q3 | $1K | Sell |
17
-51
| -75% | -$3K | ﹤0.01% | 329 |
|
|
2022
Q2 | $3K | Hold |
68
| – | – | ﹤0.01% | 309 |
|
|
2022
Q1 | $4K | Hold |
68
| – | – | ﹤0.01% | 332 |
|
|
2021
Q4 | $4K | Buy |
+68
| New | +$4K | ﹤0.01% | 328 |
|