HPWA
Hall Private Wealth Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $364K | Sell |
12,726
-3,391
| -21% | -$97K | 0.24% | 33 |
|
|
2023
Q2 | $489K | Sell |
16,117
-609
| -4% | -$18.5K | 0.26% | 35 |
|
|
2023
Q1 | $570K | Buy |
16,726
+8,717
| +109% | +$297K | 0.3% | 42 |
|
|
2022
Q4 | $345K | Buy |
+8,009
| New | +$345K | 0.2% | 40 |
|