Fermata 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 Q1	–	Sell	-3,516	Closed	-$206K	–	201
2021 Q4	$206K	Sell	3,516 -189	-5%	-$11.1K	0.08%	179
2021 Q3	$217K	Sell	3,705 -180	-5%	-$10.5K	0.1%	165
2021 Q2	$216K	Buy	+3,885	New	+$216K	0.13%	140