HighMark Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-77
| Closed | -$5K | – | 533 |
|
|
2021
Q3 | $5K | Sell |
77
-7
| -8% | -$455 | ﹤0.01% | 376 |
|
|
2021
Q2 | $5K | Sell |
84
-115
| -58% | -$6.85K | ﹤0.01% | 373 |
|
|
2021
Q1 | $12K | Sell |
199
-26
| -12% | -$1.57K | 0.01% | 213 |
|
|
2020
Q4 | $11K | Buy |
225
+13
| +6% | +$636 | 0.01% | 221 |
|
|
2020
Q3 | $8K | Hold |
212
| – | – | 0.01% | 260 |
|
|
2020
Q2 | $8K | Buy |
212
+98
| +86% | +$3.7K | 0.01% | 247 |
|
|
2020
Q1 | $3K | Buy |
+114
| New | +$3K | ﹤0.01% | 280 |
|