EIM
Essex Investment Management’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-41,440
| Closed | -$1.28M | – | 446 |
|
|
2020
Q1 | $1.28M | Hold |
41,440
| – | – | 0.26% | 126 |
|
|
2019
Q4 | $2.33M | Buy |
+41,440
| New | +$2.33M | 0.29% | 109 |
|
|
2018
Q3 | – | Sell |
-23,975
| Closed | -$1.21M | – | 432 |
|
|
2018
Q2 | $1.21M | Hold |
23,975
| – | – | 0.15% | 198 |
|
|
2018
Q1 | $1.25M | Hold |
23,975
| – | – | 0.16% | 179 |
|
|
2017
Q4 | $1.19M | Hold |
23,975
| – | – | 0.16% | 199 |
|
|
2017
Q3 | $1.13M | Sell |
23,975
-1,302
| -5% | -$61.1K | 0.15% | 199 |
|
|
2017
Q2 | $1.15M | Hold |
25,277
| – | – | 0.16% | 184 |
|
|
2017
Q1 | $1.13M | Buy |
+25,277
| New | +$1.13M | 0.18% | 166 |
|