Hollow Brook 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 | |
---|---|---|---|---|---|---|---|---|
2016
Q2 | – | Sell |
-17,983
| Closed | -$598K | – | 51 |
|
2016
Q1 | $598K | Sell |
17,983
-1,833
| -9% | -$61K | 0.36% | 29 |
|
2015
Q4 | $749K | Sell |
19,816
-3,184
| -14% | -$120K | 0.37% | 31 |
|
2015
Q3 | $819K | Buy |
23,000
+90
| +0.4% | +$3.21K | 0.39% | 34 |
|
2015
Q2 | $924K | Buy |
22,910
+4,279
| +23% | +$173K | 0.35% | 34 |
|
2015
Q1 | $726K | Buy |
18,631
+286
| +2% | +$11.1K | 0.24% | 33 |
|
2014
Q4 | $713K | Buy |
18,345
+248
| +1% | +$9.64K | 0.23% | 34 |
|
2014
Q3 | $673K | Buy |
+18,097
| New | +$673K | 0.22% | 33 |
|