GW & Wade’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-190,703
| Closed | -$5.79M | – | 408 |
|
|
2023
Q2 | $5.79M | Sell |
190,703
-52,901
| -22% | -$1.61M | 0.21% | 84 |
|
|
2023
Q1 | $8.31M | Buy |
243,604
+12,582
| +5% | +$429K | 0.32% | 73 |
|
|
2022
Q4 | $9.94M | Sell |
231,022
-47,385
| -17% | -$2.04M | 0.41% | 67 |
|
|
2022
Q3 | $12.1M | Buy |
+278,407
| New | +$12.1M | 0.59% | 51 |
|