HA
HC Advisors’s Truist Financial TFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,174
| Closed | -$223K | – | 87 |
|
|
2022
Q4 | $223K | Buy |
5,174
+4
| +0.1% | +$172 | 0.15% | 71 |
|
|
2022
Q3 | $225K | Buy |
5,170
+3
| +0.1% | +$131 | 0.15% | 74 |
|
|
2022
Q2 | $245K | Buy |
5,167
+4
| +0.1% | +$190 | 0.17% | 65 |
|
|
2022
Q1 | $293K | Buy |
5,163
+2
| +0% | +$113 | 0.19% | 65 |
|
|
2021
Q4 | $302K | Sell |
5,161
-99
| -2% | -$5.79K | 0.19% | 61 |
|
|
2021
Q3 | $309K | Buy |
5,260
+303
| +6% | +$17.8K | 0.2% | 58 |
|
|
2021
Q2 | $275K | Buy |
4,957
+2
| +0% | +$111 | 0.17% | 62 |
|
|
2021
Q1 | $289K | Buy |
4,955
+3
| +0.1% | +$175 | 0.19% | 62 |
|
|
2020
Q4 | $237K | Buy |
+4,952
| New | +$237K | 0.16% | 76 |
|