Circle 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 Q2	–	Sell	-4,003	Closed	-$227K	–	178
2022 Q1	$227K	Buy	4,003 +24	+0.6%	+$1.36K	0.03%	173
2021 Q4	$233K	Buy	3,979 +520	+15%	+$30.5K	0.03%	182
2021 Q3	$203K	Buy	+3,459	New	+$203K	0.03%	176