DAM
Doheny Asset Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-8,580
| Closed | -$483K | – | 97 |
|
|
2020
Q1 | $483K | Hold |
8,580
| – | – | 0.38% | 63 |
|
|
2019
Q4 | $483K | Buy |
8,580
+3,675
| +75% | +$207K | 0.38% | 63 |
|
|
2019
Q3 | $262K | Buy |
4,905
+225
| +5% | +$12K | 0.23% | 86 |
|
|
2019
Q2 | $230K | Buy |
+4,680
| New | +$230K | 0.19% | 84 |
|