CWP
Curated Wealth Partners’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30,168
| Closed | -$916K | – | 145 |
|
|
2023
Q2 | $916K | Sell |
30,168
-2,581
| -8% | -$78.3K | 0.18% | 42 |
|
|
2023
Q1 | $1.12M | Buy |
32,749
+8,489
| +35% | +$289K | 0.25% | 29 |
|
|
2022
Q4 | $1.04M | Buy |
24,260
+4,190
| +21% | +$180K | 0.25% | 34 |
|
|
2022
Q3 | $873K | Buy |
20,070
+473
| +2% | +$20.6K | 0.26% | 34 |
|
|
2022
Q2 | $930K | Buy |
19,597
+8,456
| +76% | +$401K | 0.27% | 33 |
|
|
2022
Q1 | $651K | Hold |
11,141
| – | – | 0.22% | 59 |
|
|
2021
Q4 | $651K | Buy |
11,141
+64
| +0.6% | +$3.74K | 0.21% | 61 |
|
|
2021
Q3 | $650K | Buy |
11,077
+4,483
| +68% | +$263K | 0.36% | 53 |
|
|
2021
Q2 | $366K | Buy |
6,594
+713
| +12% | +$39.6K | 0.2% | 100 |
|
|
2021
Q1 | $343K | Buy |
5,881
+41
| +0.7% | +$2.39K | 0.21% | 98 |
|
|
2020
Q4 | $280K | Buy |
+5,840
| New | +$280K | 0.18% | 112 |
|