DWM
Doyle Wealth Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $277K | Buy |
6,365
+69
| +1% | +$3K | 0.02% | 173 |
|
|
2022
Q2 | $299K | Sell |
6,296
-124
| -2% | -$5.89K | 0.02% | 169 |
|
|
2022
Q1 | $364K | Buy |
6,420
+25
| +0.4% | +$1.42K | 0.03% | 179 |
|
|
2021
Q4 | $374K | Sell |
6,395
-556
| -8% | -$32.5K | 0.03% | 165 |
|
|
2021
Q3 | $408K | Sell |
6,951
-351
| -5% | -$20.6K | 0.03% | 155 |
|
|
2021
Q2 | $405K | Buy |
7,302
+12
| +0.2% | +$666 | 0.03% | 158 |
|
|
2021
Q1 | $425K | Sell |
7,290
-206
| -3% | -$12K | 0.04% | 151 |
|
|
2020
Q4 | $359K | Buy |
7,496
+1,366
| +22% | +$65.4K | 0.04% | 158 |
|
|
2020
Q3 | $233K | Sell |
6,130
-689
| -10% | -$26.2K | 0.03% | 165 |
|
|
2020
Q2 | $256K | Sell |
6,819
-765
| -10% | -$28.7K | 0.03% | 154 |
|
|
2020
Q1 | $234K | Buy |
7,584
+3,700
| +95% | +$114K | 0.04% | 159 |
|
|
2019
Q4 | $219K | Sell |
3,884
-321
| -8% | -$18.1K | 0.03% | 197 |
|
|
2019
Q3 | $224K | Buy |
4,205
+3,868
| +1,148% | +$206K | 0.03% | 182 |
|
|
2019
Q2 | $17K | Buy |
+337
| New | +$17K | ﹤0.01% | 545 |
|
|
2019
Q1 | – | Sell |
-8,550
| Closed | -$370K | – | 693 |
|
|
2018
Q4 | $370K | Hold |
8,550
| – | – | 0.06% | 122 |
|
|
2018
Q3 | $415K | Buy |
+8,550
| New | +$415K | 0.06% | 126 |
|