CWA
TFC icon

CM Wealth Advisors’s Truist Financial TFC Stock Holding History

CM Wealth Advisors’s Portfolio TFC Stock Details TFC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,090
Closed -$267K – 163
2023
Q2 		$267K Sell
8,090
-50,172
-86% -$1.66M 0.09% 118
2023
Q1 		$1.78M Buy
+58,262
New +$1.78M 0.35% 63