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Clear Perspective Advisors’s Truist Financial TFC Stock Holding History

Clear Perspective Advisors’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,385
Closed -$70K – 402
2018
Q2 		$70K Buy
1,385
+360
+35% +$18.2K 0.05% 224
2018
Q1 		$53K Buy
+1,025
New +$53K 0.04% 233