CWM
Curi Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,914
| Closed | -$218K | – | 136 |
|
|
2023
Q4 | $218K | Buy |
+5,914
| New | +$218K | 0.03% | 149 |
|
|
2023
Q3 | – | Sell |
-8,918
| Closed | -$271K | – | 177 |
|
|
2023
Q2 | $271K | Sell |
8,918
-31
| -0.3% | -$941 | 0.04% | 137 |
|
|
2023
Q1 | $305K | Sell |
8,949
-35,284
| -80% | -$1.2M | 0.04% | 122 |
|
|
2022
Q4 | $1.9M | Buy |
44,233
+2,977
| +7% | +$128K | 0.27% | 56 |
|
|
2022
Q3 | $1.8M | Buy |
41,256
+40,065
| +3,364% | +$1.74M | 0.3% | 49 |
|
|
2022
Q2 | $57K | Buy |
1,191
+150
| +14% | +$7.18K | 0.01% | 217 |
|
|
2022
Q1 | $59K | Sell |
1,041
-11
| -1% | -$623 | 0.01% | 204 |
|
|
2021
Q4 | $61K | Buy |
+1,052
| New | +$61K | 0.01% | 179 |
|
|
2021
Q1 | – | Sell |
-4,540
| Closed | -$217K | – | 445 |
|
|
2020
Q4 | $217K | Buy |
+4,540
| New | +$217K | 0.16% | 77 |
|