First Western Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,678
| Closed | -$263K | – | 22 |
|
|
2019
Q4 | $263K | Hold |
4,678
| – | – | 4.17% | 12 |
|
|
2019
Q3 | $250K | Sell |
4,678
-1,085
| -19% | -$58K | 3.9% | 11 |
|
|
2019
Q2 | $283K | Sell |
5,763
-70
| -1% | -$3.44K | 3.76% | 16 |
|
|
2019
Q1 | $271K | Sell |
5,833
-1,866
| -24% | -$86.7K | 3.85% | 15 |
|
|
2018
Q4 | $334K | Sell |
7,699
-4,288
| -36% | -$186K | 3.03% | 16 |
|
|
2018
Q3 | $582K | Sell |
11,987
-801
| -6% | -$38.9K | 2.62% | 18 |
|
|
2018
Q2 | $645K | Buy |
12,788
+2,110
| +20% | +$106K | 2.92% | 12 |
|
|
2018
Q1 | $556K | Sell |
10,678
-2,332
| -18% | -$121K | 2.64% | 10 |
|
|
2017
Q4 | $647K | Hold |
13,010
| – | – | 0.37% | 50 |
|
|
2017
Q3 | $611K | Hold |
13,010
| – | – | 0.37% | 50 |
|
|
2017
Q2 | $591K | Sell |
13,010
-1,908
| -13% | -$86.7K | 0.36% | 58 |
|
|
2017
Q1 | $667K | Buy |
14,918
+3,724
| +33% | +$167K | 0.4% | 64 |
|
|
2016
Q4 | $526K | Buy |
+11,194
| New | +$526K | 0.29% | 80 |
|