ERTS Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,323
| Closed | -$205K | – | 89 |
|
|
2022
Q2 | $205K | Buy |
4,323
+77
| +2% | +$3.65K | 0.06% | 87 |
|
|
2022
Q1 | $241K | Sell |
4,246
-38
| -0.9% | -$2.16K | 0.07% | 80 |
|
|
2021
Q4 | $247K | Buy |
4,284
+46
| +1% | +$2.65K | 0.06% | 77 |
|
|
2021
Q3 | $248K | Buy |
+4,238
| New | +$248K | 0.07% | 72 |
|
|
2021
Q2 | – | Sell |
-3,624
| Closed | -$211K | – | 93 |
|
|
2021
Q1 | $211K | Buy |
+3,624
| New | +$211K | 0.06% | 83 |
|
|
2020
Q1 | – | Sell |
-4,957
| Closed | -$279K | – | 92 |
|
|
2019
Q4 | $279K | Buy |
4,957
+252
| +5% | +$14.2K | 0.13% | 71 |
|
|
2019
Q3 | $251K | Buy |
+4,705
| New | +$251K | 0.13% | 71 |
|
|
2019
Q1 | – | Sell |
-3,420
| Closed | -$148K | – | 278 |
|
|
2018
Q4 | $148K | Buy |
+3,420
| New | +$148K | 0.11% | 89 |
|