Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-210
| Closed | -$12K | – | 653 |
|
|
2021
Q1 | $12K | Hold |
210
| – | – | ﹤0.01% | 515 |
|
|
2020
Q4 | $10K | Sell |
210
-90
| -30% | -$4.29K | ﹤0.01% | 498 |
|
|
2020
Q3 | $11K | Hold |
300
| – | – | ﹤0.01% | 461 |
|
|
2020
Q2 | $11K | Hold |
300
| – | – | ﹤0.01% | 458 |
|
|
2020
Q1 | $9K | Buy |
300
+210
| +233% | +$6.3K | ﹤0.01% | 436 |
|
|
2019
Q4 | $5K | Buy |
+90
| New | +$5K | ﹤0.01% | 462 |
|
|
2017
Q2 | – | Sell |
-400
| Closed | -$18K | – | 524 |
|
|
2017
Q1 | $18K | Buy |
+400
| New | +$18K | ﹤0.01% | 364 |
|