CLA (CliftonLarsonAllen) Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-10,831
| Closed | -$614K | – | 195 |
|
|
2022
Q1 | $614K | Buy |
+10,831
| New | +$614K | 0.02% | 165 |
|
|
2021
Q4 | – | Sell |
-7,109
| Closed | -$417K | – | 281 |
|
|
2021
Q3 | $417K | Buy |
7,109
+24
| +0.3% | +$1.41K | 0.02% | 245 |
|
|
2021
Q2 | $393K | Buy |
+7,085
| New | +$393K | 0.02% | 255 |
|