Cooper/Haims Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,447
| Closed | -$202K | – | 86 |
|
|
2021
Q3 | $202K | Buy |
+3,447
| New | +$202K | 0.12% | 76 |
|
|
2021
Q2 | – | Sell |
-3,539
| Closed | -$206K | – | 89 |
|
|
2021
Q1 | $206K | Buy |
+3,539
| New | +$206K | 0.15% | 74 |
|
|
2020
Q1 | – | Sell |
-4,493
| Closed | -$253K | – | 52 |
|
|
2019
Q4 | $253K | Buy |
+4,493
| New | +$253K | 0.14% | 47 |
|