Executive 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
2019
Q3
Sell
-1,210
Closed -$59K 716
2019
Q2
$59K Buy
1,210
+10
+0.8% +$488 0.01% 271
2019
Q1
$56K Sell
1,200
-27
-2% -$1.26K 0.01% 252
2018
Q4
$53K Buy
+1,227
New +$53K 0.01% 268