DWA
Dougherty Wealth Advisers’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-987
| Closed | -$37K | – | 157 |
|
|
2020
Q2 | $37K | Hold |
987
| – | – | 0.14% | 114 |
|
|
2020
Q1 | $30K | Hold |
987
| – | – | 0.12% | 121 |
|
|
2019
Q4 | $56K | Hold |
987
| – | – | 0.17% | 99 |
|
|
2019
Q3 | $53K | Hold |
987
| – | – | 0.17% | 101 |
|
|
2019
Q2 | $48K | Hold |
987
| – | – | 0.14% | 122 |
|
|
2019
Q1 | $46K | Hold |
987
| – | – | 0.16% | 111 |
|
|
2018
Q4 | $50K | Buy |
+987
| New | +$50K | 0.16% | 102 |
|