Destiny Wealth Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,107
| Closed | -$47.6K | – | 593 |
|
|
2022
Q4 | $47.6K | Buy |
1,107
+6
| +0.5% | +$258 | 0.01% | 299 |
|
|
2022
Q3 | $48K | Buy |
1,101
+6
| +0.5% | +$262 | 0.01% | 281 |
|
|
2022
Q2 | $52K | Buy |
1,095
+441
| +67% | +$20.9K | 0.01% | 276 |
|
|
2022
Q1 | $37K | Buy |
654
+4
| +0.6% | +$226 | 0.01% | 341 |
|
|
2021
Q4 | $38K | Buy |
650
+4
| +0.6% | +$234 | 0.01% | 348 |
|
|
2021
Q3 | $38K | Buy |
+646
| New | +$38K | 0.01% | 328 |
|
|
2021
Q2 | – | Sell |
-638
| Closed | -$37K | – | 470 |
|
|
2021
Q1 | $37K | Buy |
638
+4
| +0.6% | +$232 | 0.01% | 306 |
|
|
2020
Q4 | $30K | Buy |
+634
| New | +$30K | 0.01% | 333 |
|