DIA
Davidson Investment Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-250
| Closed | -$11K | – | 174 |
|
|
2017
Q2 | $11K | Hold |
250
| – | – | ﹤0.01% | 176 |
|
|
2017
Q1 | $11K | Buy |
+250
| New | +$11K | ﹤0.01% | 178 |
|
|
2014
Q4 | – | Sell |
-1,856
| Closed | -$62K | – | 183 |
|
|
2014
Q3 | $62K | Buy |
+1,856
| New | +$62K | ﹤0.01% | 169 |
|
|
2014
Q1 | – | Sell |
-1,856
| Closed | -$69K | – | 173 |
|
|
2013
Q4 | $69K | Hold |
1,856
| – | – | 0.01% | 140 |
|
|
2013
Q3 | $62K | Hold |
1,856
| – | – | 0.01% | 141 |
|
|
2013
Q2 | $62K | Buy |
+1,856
| New | +$62K | 0.01% | 144 |
|