Cornell Pochily Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-13,872
| Closed | -$428K | – | 141 |
|
|
2020
Q1 | $428K | Hold |
13,872
| – | – | 0.32% | 83 |
|
|
2019
Q4 | $781K | Sell |
13,872
-281
| -2% | -$15.8K | 0.47% | 59 |
|
|
2019
Q3 | $755K | Sell |
14,153
-600
| -4% | -$32K | 0.48% | 61 |
|
|
2019
Q2 | $725 | Sell |
14,753
-1,258
| -8% | -$62 | 0.18% | 69 |
|
|
2019
Q1 | $744K | Sell |
16,011
-293
| -2% | -$13.6K | 0.51% | 56 |
|
|
2018
Q4 | $706K | Hold |
16,304
| – | – | 0.46% | 63 |
|
|
2018
Q3 | $791K | Hold |
16,304
| – | – | 0.54% | 52 |
|
|
2018
Q2 | $822K | Sell |
16,304
-60
| -0.4% | -$3.03K | 0.57% | 50 |
|
|
2018
Q1 | $851K | Hold |
16,364
| – | – | 0.6% | 52 |
|
|
2017
Q4 | $813K | Buy |
+16,364
| New | +$813K | 0.52% | 59 |
|