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CFM Wealth Partners’s Truist Financial TFC Stock Holding History

CFM Wealth Partners’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1,355
Closed -$50K – 422
2020
Q2 		$50K Sell
1,355
-51
-4% -$1.88K 0.02% 284
2020
Q1 		$43K Sell
1,406
-340
-19% -$10.4K 0.02% 284
2019
Q4 		$98K Buy
+1,746
New +$98K 0.04% 212