Destination Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,528
| Closed | -$207K | – | 210 |
|
|
2021
Q4 | $207K | Buy |
+3,528
| New | +$207K | 0.01% | 196 |
|
|
2019
Q2 | – | Sell |
-266
| Closed | -$12K | – | 741 |
|
|
2019
Q1 | $12K | Sell |
266
-456
| -63% | -$20.6K | ﹤0.01% | 444 |
|
|
2018
Q4 | $31K | Buy |
722
+570
| +375% | +$24.5K | ﹤0.01% | 318 |
|
|
2018
Q3 | $7K | Hold |
152
| – | – | ﹤0.01% | 496 |
|
|
2018
Q2 | $8K | Buy |
152
+96
| +171% | +$5.05K | ﹤0.01% | 415 |
|
|
2018
Q1 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 489 |
|