GWA
GGM Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,708
| Closed | -$367K | – | 149 |
|
|
2023
Q4 | $367K | Hold |
9,708
| – | – | 0.15% | 97 |
|
|
2023
Q3 | $278K | Hold |
9,708
| – | – | 0.12% | 115 |
|
|
2023
Q2 | $315K | Sell |
9,708
-1,702
| -15% | -$55.3K | 0.13% | 111 |
|
|
2023
Q1 | $389K | Buy |
11,410
+19
| +0.2% | +$648 | 0.22% | 48 |
|
|
2022
Q4 | $522K | Buy |
11,391
+19
| +0.2% | +$871 | 0.27% | 69 |
|
|
2022
Q3 | $498K | Buy |
11,372
+1,664
| +17% | +$72.9K | 0.27% | 71 |
|
|
2022
Q2 | $458K | Hold |
9,708
| – | – | 0.26% | 75 |
|
|
2022
Q1 | $504K | Buy |
+9,708
| New | +$504K | 0.25% | 76 |
|