Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-721
| Closed | -$42K | – | 579 |
|
|
2021
Q3 | $42K | Buy |
721
+348
| +93% | +$20.3K | 0.01% | 235 |
|
|
2021
Q2 | $21K | Sell |
373
-132
| -26% | -$7.43K | ﹤0.01% | 302 |
|
|
2021
Q1 | $29K | Buy |
505
+370
| +274% | +$21.2K | 0.01% | 251 |
|
|
2020
Q4 | $6K | Sell |
135
-150
| -53% | -$6.67K | ﹤0.01% | 423 |
|
|
2020
Q3 | $11K | Buy |
285
+5
| +2% | +$193 | ﹤0.01% | 343 |
|
|
2020
Q2 | $11K | Buy |
280
+135
| +93% | +$5.3K | ﹤0.01% | 276 |
|
|
2020
Q1 | $4K | Sell |
145
-53
| -27% | -$1.46K | ﹤0.01% | 278 |
|
|
2019
Q4 | $11K | Sell |
198
-209
| -51% | -$11.6K | ﹤0.01% | 291 |
|
|
2019
Q3 | $22K | Buy |
407
+298
| +273% | +$16.1K | 0.01% | 89 |
|
|
2019
Q2 | $5K | Buy |
+109
| New | +$5K | ﹤0.01% | 271 |
|